Diagnostic Review
Our Diagnostic Review is a thorough examination of your financial records, which we conduct before entering into an agreement. This process allows us to understand your unique needs and tailor our pricing accordingly.
Our review includes:
Assessing the number of accounts
Identifying uncategorized and unreconciled transactions
Ensuring accurate categorization of existing transactions
Evaluating your chart of accounts
Reviewing outstanding invoices and bills
Identifying any personal accounts used for business expenses
Following the review, we'll provide you with a detailed report of our findings and recommendations for resolving any issues.
Requirements:
QuickBooks Online Access
If QuickBooks Online is unavailable
Submit monthly statements for all relevant accounts
Personal account transactions
If you conduct business transactions through personal accounts, provide those bank statements
Highlight all business-related transactions on these statements
Should you choose to proceed with our services, we'll apply the Diagnostic Review fee towards your initial payment. This approach ensures that you receive value from the process regardless of your decision.
We believe this comprehensive review sets the foundation for a successful partnership, allowing us to serve you more effectively from day one.