Required First Step
$500
Flat-fee bookkeeping diagnostic
Every bookkeeping engagement starts with a diagnostic.
Before we quote cleanup or ongoing bookkeeping, we review the actual file.
You receive a written report explaining what is wrong, what needs to be fixed,
and what the next step will cost.
What is a bookkeeping diagnostic?
A bookkeeping diagnostic is a $500 flat-fee review of your QuickBooks records.
We inspect the accounts, reconciliations, transaction coding, balance sheet,
payroll-related activity, and reporting issues, then document the findings.
- 60+ point QuickBooks review
- Written findings report
- Severity-rated cleanup issues
- Recommended cleanup or monthly bookkeeping scope
- No obligation to continue after the report