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Diagnostic Review

If your books are wildly out of date... If your Balance Sheet has negative numbers everywhere... If your P&L says you should have way more money in the bank than you actually do...

It's probably time for a little checkup!

A Diagnostic Review will get an experienced pair of eyes on your QuickBooks Online records. With our thorough checklist of common and uncommon errors, we'll scour your account history to figure out what went wrong.

The end product of a Diagnostic Review is a report containing the following:

  • An easy-to-understand summary of your problem areas.
  • An itemized list of work to be done to get the books cleaned up.
  • Concrete changes you can make to simplify your recordkeeping going forward.

That report is yours to keep. You can do the cleanup work yourself, or even take the list to another bookkeeper. However, we will always provide a clear, comprehensive quote so that we can get your books back in good shape.

Pricing

Your business may be small or large. Your books may be easy to fix or a dense tangle of transactions. However, we can't know that until we look! Pricing for the Diagnostic Review scales up by annual revenue so even the smallest operations can have access to this valuable service.

Your Approximate Annual Revenue Diagnostic Review Price
less than $100k $295
between $100k and $250k $495
between $250k and $500k $995
between $500k and $1M $1,995
greater than $1M at least $2,995