One-time Service
A Smart First Step Toward Clean, Confident Books
Take the guesswork out of your finances. Our Diagnostic Review is designed to give you a clear snapshot of your financial records. We look beyond surface-level checks to identify gaps, errors, and opportunities for improvement. This one-time service is ideal if your books are behind, inconsistent, or you’re unsure where things stand.
The Diagnostic Review costs $199. This fee is non-refundable. If you decide to continue with a clean-up project or monthly bookkeeping, the $199 will be applied to your first invoice, so you won’t pay extra.
Price:
$199/one time
What’s Included
Getting Started Is Simple
You’ll receive a detailed report outlining our findings along with recommended next steps. If cleanup or catch-up is needed, we’ll provide a custom quote based on your actual records. Your information is securely handled and kept fully confidential.
Frequently Asked Questions
FAQs for Bookkeeping Diagnostic Review
The Diagnostic Review costs $199. This fee is non-refundable. If you decide to continue with a clean-up project or monthly bookkeeping, the $199 will be applied to your first invoice, so you won’t pay extra.
Our Diagnostic Review is a one-time assessment of your financial records, completed before starting any ongoing bookkeeping service. This helps us understand your business needs, identify problem areas, and recommend a clear path forward.
We assess several key areas, including: Number of accounts connected to your books Uncategorized and unreconciled transactions Accuracy of your current transaction categorization Structure of your chart of accounts Outstanding invoices and bills Use of personal accounts for business expenses
You’ll receive a detailed report summarizing our findings, along with clear recommendations for clean-up, catch-up, or process improvements. Whether you choose to move forward with our services or handle it yourself, you’ll have full transparency and a roadmap to guide your next steps.
Once we receive the required access or documents, the Diagnostic Review is typically completed within 3 to 5 business days.
We offer various pricing packages based on the services required and the complexity of your business. Please contact us for a customized quote.
If business transactions are mixed into personal accounts, we ask that you submit those bank statements and highlight all business-related activity. This helps us evaluate your full financial picture accurately. We highly recommend opening a separate business bank account. It keeps your records cleaner, simplifies tax time, and makes ongoing bookkeeping much easier.
Yes. We require a Diagnostic Review before entering into any service agreement. It allows us to deliver pricing that reflects your real bookkeeping needs and ensures we start with accurate, organized information.