When an audit completes, the report appears on your dashboard and you receive an email notification. Here is what you will find inside.
The report at a glance
Open the report to see four sections:
- Health score — an overall rating of the prospect's books, from clean to significantly disorganized.
- Findings — each health check that flagged an issue, with the specific evidence pulled from QuickBooks.
- Financial snapshot — key figures from the prospect's books (revenue, transaction volume, and others used in the audit).
- Quote — the generated cleanup and monthly management estimate.
How the quote is calculated
Expand How this is calculated on the report page to see the full breakdown:
- Monthly fee = base rate + transaction-volume and revenue add-ons, multiplied by a complexity multiplier derived from the health score.
- Cleanup fee = the monthly rate multiplied by the estimated months of catch-up work, based on the findings.
Overriding a price
You can override the calculated cleanup or monthly amount at any time before sending. Both the original calculated figure and your adjusted amount are shown on the report, so the context is never lost.
Editing prospect contact details
Click Edit on the report to correct a typo in the prospect's information — business name, contact name, email address, or phone number.
Overrides and edits apply to this report only and do not change your pricing settings. To adjust rates for all future audits, go to Pricing settings.