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Diagnostic Review of Your QuickBooks Online® File

When you don’t know why the numbers in your books seem “off”, how bad it really is or how to fix them, it can be unnerving.

We work with many clients who originally came to us because they knew their books were messy and they couldn’t rely on the numbers, but they didn’t know exactly what was wrong or what needed to be done to fix it.

Our diagnostic review services help identify problems such as improper setup, suboptimal chart of accounts, improperly categorized transactions, missing transactions, unreconciled (or incorrectly reconciled) accounts, incorrectly applied vendor and customer payments, and more.

Problems like these put your business at risk of not being able to properly comply with tax and other reporting requirements, which could lead to penalties and other consequences. In addition, when you can’t rely on the numbers, you miss out on important insights that can help you make better decisions that affect your business every day.

When you don’t know why the numbers in your books seem “off”, how bad it really is or how to fix them, it can be unnerving. Rest easy knowing you’re in good hands and on the path to putting these issues behind you. The first step is determining the scope of the issues.


In-depth QuickBooks Online® analysis

  • Diagnosis of problems and assessment of clean up needed

  • Review of balance sheet opening balances

  • Identification of accounts that need to be brought up to date

  • Assessment of volume and complexity of transactions

  • Assessment of ongoing accounting needs

Findings & Recommendations report, including:

  • Each problem found and areas that need to be cleaned up

  • Recommended changes to your chart of accounts

  • A list of what needs to be done to bring the books up-to-date

Review session

  • Explanation of the findings and recommendations included in our report

  • An opportunity to ask any questions you may have

Our recommendation for cleanup services and ongoing accounting services

  • Up-front pricing for our recommended services

  • Peace of mind that comes from knowing we understand your specific needs and that there will be no surprise invoices

Schedule your hassle-free consultation today to learn what we can do for you.

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