Get Clarity and Control With a $200 QuickBooks Diagnostic.

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If you downloaded my guide “Who Handles What?” you already know: clean books aren’t optional — they’re the foundation of smart business decisions.

Here’s what I see all the time:

• CPAs charging thousands for “emergency cleanup” just to file taxes.
   
• Bookkeeping firms doing once-a-year work that leaves owners scrambling when reports are needed mid-year.
   
• Business owners overpaying — and still not getting the clarity they deserve.
   

The truth is:

💡 Clean books = clear decisions.

This diagnostic is the fastest way to get that clarity.

When you book your diagnostic, you’ll get:

• A professional review of your QuickBooks using my proven color-coded system (green = good, yellow = needs improvement, red = high-risk).
   
• A clear picture of whether your financial team is covering the right work — or leaving costly gaps.
   
• Actionable recommendations to strengthen your books, protect cash flow, and maximize profits.
   
• A roadmap you can use immediately — with or without ongoing support.

1. Schedule your diagnostic call.
    
2. We’ll review your QuickBooks together.
    
3. You’ll receive an invoice for $200 after the call.
    
4. Once payment is made, I’ll complete your full written diagnostic and deliver your color-coded report with next steps.
    

Fast. Clear. Actionable.

This diagnostic is a perfect fit if you:

• Want confidence your books are accurate before tax season or an audit.
   
• Suspect you’re paying your CPA for bookkeeping tasks that don’t belong on their desk.
   
• Need clarity on “who handles what” so you can stop second-guessing and move forward with confidence.

Q: Will you fix my books after this?
A: No — this is an assessment only. If cleanup is needed, I’ll provide a separate quote.

Q: Do you work with all industries?
A: Yes — but I specialize in service-based businesses and private practices.

Q: Is the $200 applied to future services if I hire you?
A: No — this is a standalone service. But most clients say the clarity and peace of mind are worth far more than the fee.