Financial Diagnosis Review

Gain clarity before investing in a bookkeeping cleanup.

Not sure if your books are accurate? Or how much work they actually need?

Our Financial Diagnostic Review is a comprehensive assessment of your online bookkeeping software, designed to identify issues, evaluate the overall health of your bookkeeping, and provide a clear roadmap for moving forward.

During this review, we'll examine your accounts, transactions, reconciliations, financial reports, and bookkeeping setup to determine what's working, what needs attention, and the scope of any cleanup or catch-up work required.

What's Included

  • A comprehensive review of your Online Bookkeeping file (QuickBooks, Xero, etc.)

  • A detailed written findings report outlining the current condition of your books

  • Identification of errors, inconsistencies, missing information, and potential red flags

  • Recommendations for improving your bookkeeping processes and financial records

  • An estimate of the time, scope, and investment required for any cleanup or catch-up services

  • A personalized action plan with next steps, whether you choose to work with us or handle the corrections yourself

  • A 30-minute review meeting to discuss the findings and answer your questions

This Service Is Perfect For

  • Business owners unsure whether they need bookkeeping cleanup or catch-up services

  • DIY bookkeepers looking for professional feedback and peace of mind

  • Businesses preparing for tax season, financing, or business growth

  • Companies wanting confidence that their financial records are accurate and organized before making important decisions

Know the condition of your books before you invest in fixing them.

Our Financial Diagnostic Review gives you the insight and confidence to make informed decisions about your business finances without the guesswork.

Schedule your Financial Diagnostic Review today and receive a professional assessment of your books, along with a clear plan for moving forward.