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What a Diagnostic Review Actually Does
If you’re unsure about the state of your books, a bookkeeping diagnostic review gives you clarity fast. This paid review is the first step in understanding what’s accurate, what’s broken, and what it will take to get clean, reliable numbers. You’ll stop guessing and start making decisions with confidence.
Financial Health Check
Clarity
You Crave
Prioritized Action Plan
Fixed-Fee Certainty
Why Invest in a Diagnostic Review?
Uncertainty in your financials leads to bad decisions. A diagnostic review removes the confusion by examining your QuickBooks file line by line. You’ll know exactly what’s working, what isn’t, and what it will take to get clean, accurate books — whether you choose to continue with us or not.
What's Included in Your Bookkeeping Diagnostic Review:
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Financial Health Check: A comprehensive, read-only review of your QuickBooks Online file and related workflows.
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Clear Findings: What’s accurate, what’s broken, and what’s missing — explained in plain language.
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Prioritized Action Plan: A detailed punch list showing exactly what needs to be fixed and in what order.
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Fixed-Fee Proposal: A transparent quote for cleanup, catch up, or monthly bookkeeping based on the facts in your file.
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What You'll Receive (Key Deliverables)
Detailed File Analysis
A deep dive into your banking, Chart of Accounts, current reconciliations, and reporting structure.
Personalized Walkthrough
A short, digestible recorded video or live call review of our findings, clearly explaining the issues and the recommended path to resolution.
Written Findings Summary
A document detailing the current state of your books and a prioritized action plan for correction.
No-Obligation Proposal
A customized proposal outlining the recommended service package (Clean Up, Catch Up, or Monthly Bookkeeping) with fixed pricing options and a timeline.
This Financial Health Check is the Right Fit if:
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You use QuickBooks Online and are ready to stop guessing about your numbers.
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You want accurate pricing based on the actual complexity of your file, not a generic package.
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You need a clear, prioritized roadmap before committing to ongoing services.
Project at a Glance
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Read-only Assessment
No changes are made to your books during the review.​​
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Access Required
You’ll get simple steps to grant temporary Accountant access in QBO.
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What's Not Included
Edits to your books, cleanup/catch-up implementation, payroll or sales/excise tax registrations/filings, or specific tax advice.
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Investment
The Diagnostic Review is a fixed investment of $250.
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Delivery
Your findings summary and Loom video are delivered within 3 business days after QBO access is granted.​