Diagnostic Review
A clear-eyed audit of where your books really stand.
A comprehensive review of your current bookkeeping records to identify issues, opportunities, and recommended next steps. The standard first step before any ongoing engagement.
Key benefits
- Findings document covering accuracy, risk, and gaps
- Recommended scope of work with realistic time estimates
- Honest assessment whether ongoing service is the right fit
- Practical next steps you can take this week
Who this is for
Any owner who is not sure if their books are accurate, complete, or tax-ready, and wants an unbiased opinion.
How it works
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01
Discovery call
We talk through your business and the result you want.
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02
Diagnostic review
A documented look at the current state.
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03
Scoped proposal
Transparent pricing built around what you actually need.
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04
Onboarding
Access, systems, and rhythm set up properly the first time.
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05
Monthly delivery
Accurate work, on time, with a contact who answers.
Ready to move forward?
Every engagement starts with a no-pressure discovery call so we both know it's a fit.