Diagnostic Review

Stop guessing what’s wrong with your books.

A Diagnostic Review takes a closer look at your financial records to identify errors, inconsistencies, and areas needing attention. You’ll receive written findings and recommendations to help you understand what’s happening in your books and what steps to take next.

Starting at

$150

Pricing varies based on the size, condition, and complexity of your books.

Cleanup services are quoted separately after completion of the Paid Diagnostic Review.

Your Review Includes

  • A review of your Balance Sheet and Profit & LossA clear look at your financial position.
  • Identification of bookkeeping issues and inconsistenciesWe find what’s not working.
  • A written Findings & Recommendations ReportA detailed, easy-to-understand summary.
  • A prioritized plan for correcting identified issuesA step-by-step path forward.
  • A customized Cleanup quote, if neededSo you know what to expect next.

Three Important Questions We Answer

01

What Happened?

Identify the issues in your financial records.

02

Why Did It Happen?

Understand the causes behind the problems.

03

What Happens Next?

Receive recommendations and a clear path forward.

After the diagnostic I had a clear understanding of where I was, where we were headed, and have been a well-oiled machine since then.

Rekia G.Beautiful Days Home-HealthCare

Ready to Get Started?

We begin with a FREE Discovery Call to learn about your business and determine whether a Diagnostic Review is the appropriate next step.

BOOK A FREE DISCOVERY CALL → Not A Boring Bookkeeper