Should I Get a Second Opinion on My Bookkeeping?
If you're working with a bookkeeper but still feel uneasy about your financials, you're not alone. Maybe the reports aren’t adding up, or you’re getting surprise tax bills that don’t quite make sense. Even if everything seems okay on the surface, you might be wondering:
“Should I get a second opinion on my books?”
The answer: Yes—especially if you're unsure.
Getting an independent QuickBooks Online Audit is one of the smartest, most low-risk steps you can take to protect your business.
Key Takeaways:
You don’t have to switch bookkeepers to get a second opinion.
Common signs include confusing reports, missed deadlines, and IRS notices.
A QuickBooks Online Audit checks for errors, misclassifications, and reconciliation issues.
Catching mistakes early helps you avoid bigger financial headaches later.
An audit gives you clarity and control—so you can make informed decisions about your business.
Why Would I Need a Second Opinion If I Already Have a Bookkeeper?
Just like you'd get a second opinion from a doctor before surgery, it’s wise to double-check your financials when the stakes are high.
Your bookkeeper may be doing their best—but even skilled pros can make mistakes, especially if they’re overwhelmed or unfamiliar with your industry. And unfortunately, not all bookkeepers are equally qualified or thorough.
Warning Signs You Might Need a Second Opinion
Here are a few red flags that it’s time to look deeper into your books:
🚩 You don’t understand your reports
If your profit and loss or balance sheet always feels like a puzzle, your bookkeeper may not be organizing or explaining things correctly.
🚩 You’re behind on reconciliations
Reconciliations should be done monthly. If your bank and credit card balances don’t match your books, errors are likely lurking.
🚩 You’ve had tax surprises
Unexpected tax bills or notices from the IRS often point to inaccurate bookkeeping.
🚩 Your CPA is frustrated
If your tax preparer or accountant constantly has to “fix” your books before filing, it’s a major sign that things aren’t being done right.
🚩 You just have a gut feeling
Trust your instincts. If something feels off—even if you can’t pinpoint it—it’s worth investigating.
What Happens During a QuickBooks Online Audit?
At Gottsberger Group, we treat audits as collaborative, judgment-free reviews—not finger-pointing sessions. We’ll go into your QuickBooks file and look for:
Duplicate or missing transactions
Misclassified income or expenses
Out-of-balance accounts
Incorrect setup in your Chart of Accounts
Outdated or inefficient bookkeeping processes
You’ll get a clear, jargon-free report of what’s working, what’s not, and what can be improved.
Do I Have to Fire My Bookkeeper?
Nope. A second opinion doesn’t mean you’re cutting ties.
In fact, some clients use our audit to improve their relationship with their current bookkeeper. Others realize it’s time for a change—and choose us to take over with a clean slate. Either way, it’s your decision.
This isn’t about blame. It’s about getting peace of mind and protecting your business.
The Bottom Line: You Deserve to Know What’s Really Going On
When your books aren’t right, your entire business is at risk. A QuickBooks Online Audit is a smart, low-cost way to make sure you're on solid financial ground—whether you're doing your own books or working with someone else.
Ready for a Fresh Set of Eyes?
If you're second-guessing your current bookkeeping setup, don’t ignore that feeling. Let’s take a look together and show you exactly where things stand.
👉 Schedule your QuickBooks Online Audit now
People Also Asked
Q: Can I audit my bookkeeper’s work?
Yes, and you should—especially if you're unsure about accuracy. A QuickBooks Online Audit offers a professional, third-party review of your financials.
Q: What’s the benefit of a second opinion in bookkeeping?
It gives you clarity, confidence, and a chance to fix errors early—before they become costly.
Q: Will my bookkeeper know I got a second opinion?
Only if you choose to share it. The audit is private and designed to give you the information you need.
Q: How often should I review my books with an outsider?
At least once a year is smart. Even if things look fine, a fresh perspective can catch hidden issues.