Know What’s Wrong Before Paying for Bookkeeping
What is a Diagnostic Review?
The 75-Point Diagnostic Review evaluates the true state of your QuickBooks Online account so you receive an accurate quote, a clear plan, and zero surprises.
Most bookkeeping firms quote you a price before they know what they are dealing with. We do not work that way.
Your QuickBooks Online file tells a story. Has the bookkeeping been done correctly? Are the numbers accurate? Or are you missing transactions, have miscoded entries and disconnected bank feeds? Until we read that story, any price we give you is just a guess.
That is why every engagement with Amber’s Accounting and Bookkeeping begins with a 75-Point Diagnostic Review of your QuickBooks Online account. It protects you from another bad bookkeeping experience and from mid-project price changes. It also ensures we have a clear plan and path to move forward together in solving your problem.
What our clients are saying…
What the Diagnostic Review Covers
We evaluate 75 different Metrics across your Quickbooks Online Account, Including:
- Transaction accuracy — identifying incorrect entries, duplicate records, and miscategorized expenses
- Account balances — verifying that your books match your bank and credit card statements
- QuickBooks Online settings — confirming your chart of accounts, tax settings, and integrations are configured for your business
- Feature optimization — identifying tools and automations you may not be using that could simplify your workflow
- Scope of work — determining exactly what cleanup or ongoing support your bookkeeping requires
What You Can Expect From Us
We understand that handing over access to your financial records requires trust. Here is exactly what we commit to when you schedule your Diagnostic Review:
- Your information stays confidential. We do not share your data with anyone.
- We make no changes to your QuickBooks file. We look and assess only.
- We deliver an honest evaluation — not a sales pitch.
- You receive a written report of our findings and a clear plan for how to move forward.
- We present our findings and your custom price quote in a 30 to 45 minute Zoom meeting within 10 business days of receiving access (sometimes sooner) .
Price & Our Guarantee
Clear Pricing. No Surprises.
The Diagnostic Review is $599 . That fee is not a sunk cost.
If you engage our monthly bookkeeping and accounting services, the full amount is applied toward your package price. You are not paying for an evaluation. You are making a down payment on better books.
How the Diagnostic Review Works
Getting started is as easy as 1, 2, 3!
01
Schedule a Discovery call to start the process.
Let’s determine if we are the right fit.
02
Access to Quickbooks Online
Grant us accountant access to your QuickBooks Online account.
03
Pay the one time flat fee.
We will text and email you an invoice. Follow the link to pay.
04
Meet with Amber on Zoom within 10 business days.
She walks you through the findings, answers your questions, and presents your custom quote.
Ready to Know the Truth About Your Books?
Stop guessing. Stop accepting vague quotes. Schedule now!
The 75-Point Diagnostic Review gives you clarity, confidence, and a plan backed by Amber’s nearly two decades of experience bringing order to complex systems.