Our Diagnostic Review Process
Our customized bookkeeping services include a diagnostic review for customers who already have QuickBooks Online software. We begin by conducting a thorough analysis of your specific needs and scope of work, to give you accurate pricing for our services.
We use a comprehensive bookkeeping checklist to ensure that every aspect of your bookkeeping is reviewed and evaluated. This includes identifying any areas that need attention and determining what needs to be done and completed to improve your bookkeeping practices.
Once we have finished our analysis, we provide you with a detailed report that outlines the results of our assessment. You’re free to use this report as you wish, or you can allow us to fix and complete your books based on the recommendations in the report.