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Curious what it is like to work with us and if there are issues in your books? This is a great place to start!
Diagnostic Review Service provides a thorough evaluation of your QuickBooks Online (QBO) file to assess the accuracy and completeness of your financial records. This review is designed to identify potential errors, inconsistencies, and areas needing improvement before ongoing bookkeeping or financial services begin.
Scope of Work:
Review of your QBO setup, including settings, chart of accounts, bank feeds, and any integrations.
Analysis of transaction categorizations, reconciliations, and undeposited funds.
Assessment of financial reports.
Summary report outlining findings and key issues that need to be addressed.
After purchase you will receive an email with instructions on how to add us to your QuickBooks Online account along with a request of other items that could help us complete a more thorough review.
3-5 business days later, you will receive a PDF and screen recording reviewing the items that need to be addressed or researched further. If you choose to work with us to clean it up, this will act as our cleanup check-list and we will setup a time to review cleanup options.
This service does not include making corrections or adjustments to your books. After the review, we will provide recommendations and discuss options for cleanup and ongoing bookkeeping services if needed.
This amount is applied as a deposit to the clean-up or first month’s fee if we choose to work together.
Curious what it is like to work with us and if there are issues in your books? This is a great place to start!
Diagnostic Review Service provides a thorough evaluation of your QuickBooks Online (QBO) file to assess the accuracy and completeness of your financial records. This review is designed to identify potential errors, inconsistencies, and areas needing improvement before ongoing bookkeeping or financial services begin.
Scope of Work:
Review of your QBO setup, including settings, chart of accounts, bank feeds, and any integrations.
Analysis of transaction categorizations, reconciliations, and undeposited funds.
Assessment of financial reports.
Summary report outlining findings and key issues that need to be addressed.
After purchase you will receive an email with instructions on how to add us to your QuickBooks Online account along with a request of other items that could help us complete a more thorough review.
3-5 business days later, you will receive a PDF and screen recording reviewing the items that need to be addressed or researched further. If you choose to work with us to clean it up, this will act as our cleanup check-list and we will setup a time to review cleanup options.
This service does not include making corrections or adjustments to your books. After the review, we will provide recommendations and discuss options for cleanup and ongoing bookkeeping services if needed.
This amount is applied as a deposit to the clean-up or first month’s fee if we choose to work together.