clarity isn’t about perfection—it’s about finally seeing what’s true.
To give you an accurate monthly bookkeeping quote it is necessary to take a thorough look at your existing QuickBooks Online file. This diagnostic review helps us both understand what’s working, what needs a little love, and whether any cleanup is needed before we dive into ongoing support.
You’ll receive a clear, easy‑to‑read report outlining the state of your books, any issues I find, and my recommendations for getting everything running smoothly. Not to worry, the review process is secure & confidential, and the cost of the review is applied to your cleanup project or your first month of bookkeeping.
It’s the smartest, least stressful way to start a bookkeeping relationship—with clarity, transparency, and zero surprises.
what you'll get
After the review, you’ll get a comprehensive written report that includes:
- A clear summary of the current state of your books
- Identified issues, inconsistencies, or risks
- Recommended corrections and cleanup priorities
- Suggestions for workflow improvements
- A transparent quote for any necessary cleanup and ongoing monthly bookkeeping
- If needed, a detailed cleanup plan with estimated hours and cost
The goal is to give you clarity and confidence so you can make informed decisions without feeling overwhelmed.
why it's required
Every business is unique, and so is every bookkeeping file. A diagnostic review ensures:
- You receive a quote that reflects your actual needs
- Cleanup work is scoped accurately
- We start our partnership with clarity and transparency
- You’re not paying for more (or less) than you need
- Your books are set up for long‑term stability
This step protects us both and sets us up for a smooth, stress‑free working relationship.
This investment provides the clarity you are looking for and a credit toward getting your books where they need to be.
what's reviewed & why it matters
A comprehensive checklist is used to ensure a thorough review that includes:
- Chart of Accounts Structure
A clean chart of accounts is the backbone of accurate reporting.
- Bank & Credit Card Reconciliations
Reconciliations ensure your books match reality—without them, nothing else can be trusted.
- Transaction Categorization
Misclassifications distort your financial picture and can create tax-time headaches.
- Accounts Payable & Receivable
Clean A/P and A/R prevent cash flow surprises and keep your reporting honest.
- Payroll Setup & Posting
Payroll errors can snowball quickly and affect both compliance and reporting.
- Liabilities
Liability accounts are often the messiest—and the most important to get right.
- Products, Services & Items Setup
Item setup drives accurate invoicing and revenue reporting.
- Integrations & Automations
Integrations save time—unless they’re creating chaos behind the scenes.
- Financial Statements
These reports tell the story of your business. They should be trustworthy.
discovery meeting
discovery meeting
commit to services
commit to services
diagnostic review
diagnostic review
review session
review session
let's talk!
No matter where you’re feeling the strain — in your books, your workflows, your team structure, or your leadership capacity — you don’t have to navigate it alone. Each service is built on partnership, clarity, and a systems‑minded approach that provides peace of mind and brings stability into your work.
Let’s talk about what support would provide the biggest impact for you and your business.