One-Time Assessment
Diagnostic Review
A Clear Picture of Your Books
(Before You Commit to Anything Else)
Get a professional assessment of your bookkeeping situation with clear, actionable recommendations. No guessing. No surprises. Just a comprehensive roadmap forward—whether you fix it yourself or hire someone to help.
Pricing starts at $250.
How It works
A complete picture of your bookkeeping health with actionable next steps.
Assessment of your chart of accounts and transaction categorization
Identification of reconciliation issues or discrepancies
Review of your current processes and systems
Analysis of data accuracy and completeness
Evaluation of what's working (and what's not)
Professional written report with prioritized recommendations
Estimated scope of work to correct any issues
Action plan you can implement or hand to any bookkeeper
One 30-minute follow-up call to discuss findings
Timeline: 5-7 business days from when I receive access to your books
Frequently Asked Questions
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Absolutely not. The report is yours to use however you'd like. Some clients use it to fix things themselves, some take it to their tax accountant, and some hire me to implement the recommendations. All options are perfectly fine.
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That's exactly why you need a diagnostic review. I've seen it all, and I promise, no judgment. The goal is to give you an honest assessment so you can move forward with confidence.
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Most reviews are completed within 5-7 business days after I receive access to your books.
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Just view-only access to your accounting software (QuickBooks Online, Xero, etc.). I won't make any changes during the diagnostic review process.
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That's fine! We can review whatever system you're currently using, even if it's just spreadsheets or bank statements. The diagnostic will help determine what software would work best for your situation.