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Your Roadmap to Clean and Confident Books
Feeling overwhelmed, confused, or just unsure about the state of your books? Stop guessing and start knowing. Our Diagnostic Review is the essential, paid first step to gaining complete clarity, confidence, and a fixed-price proposal tailored just for you.
Financial Health Check
Clarity
You Crave
Prioritized Action Plan
Fixed-Fee Certainty
Why Invest in a Diagnostic Review?
We know what it’s like to feel uncertain about your numbers. This review is designed to remove the stress and mystery from your QuickBooks file. We promise a transparent, supportive process that gives you a clear path forward—whether you continue with us or decide to handle the cleanup yourself.
The Diagnostic Review Provides:
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Financial Health Check: A comprehensive, read-only review of your QuickBooks Online file and related workflows.
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The Clarity You Crave: We surface what's working, identify areas of concern (like incorrect categorization or unreconciled accounts), and explain it all in plain language, not accounting speak.
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A Prioritized Action Plan: You receive a detailed, actionable "punch list" of the exact steps needed to bring your books to a clean, reliable state.
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Fixed-Fee Certainty: A customized proposal for your necessary next steps (Cleanup, Catch Up, Monthly Bookkeeping) with fixed, transparent pricing based on the facts of 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 Review 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.​