Our Diagnostic Review Process
Our customized bookkeeping services include a diagnostic review for clients who are using QuickBooks Online. We begin with a detailed analysis of your specific bookkeeping needs, allowing us to provide accurate pricing for our services. Using a comprehensive checklist, we examine every aspect of your bookkeeping to identify areas needing attention and outline what is required to improve your accounting practices.
Once we complete the analysis, we provide you with a detailed report summarizing our findings. You’re welcome to use this report independently, or you can let us handle the cleanup and catch-up process to bring your books in line with our recommendations.