Bookkeeping Review for Small Businesses
QuickBooks Online Diagnostic Assessment
Know exactly what’s working in your books, what’s costing you money, and what needs to change — so you can make every decision with confidence.
Know Where You Stand in QuickBooks.
Your numbers should give you confidence — not confusion.
But if your QuickBooks Online looks “pretty good” while your CPA is asking questions you can’t answer, it’s time for clarity.
That’s what the QuickBooks Diagnostic Assessment is for.
Get a professional review of your books, a color-coded report, and a roadmap so you know exactly what’s working, what’s broken, and what to do next.
👉 This is the first step many small business owners, private practices, and home health agencies take before committing to ongoing bookkeeping support.
Who This Is For
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
How It Works
- Schedule Your Intro Call
We’ll connect about your goals and set up secure QuickBooks Online access.
- Proposal & Contract
I’ll send a simple agreement so you know exactly what’s included.
- Invoice
Pay the $200 fee to officially start your diagnostic.
- Behind-the-Scenes Review
I’ll dive into your QuickBooks using my proven color-coded system to flag what’s accurate, what needs improvement, and what’s high-risk.
- Assessment Review Call
We’ll meet again to walk through your completed diagnostic report. You’ll leave with clear answers and a roadmap for next steps.
Fast. Clear. Actionable.
Know Where You Stand. Take Control of What’s Next.
Get clarity, confidence, and a roadmap with your $200 QuickBooks Diagnostic.
What’s Included in Your QuickBooks Diagnostic
When you book your diagnostic, you’ll get:
- A professional QuickBooks Online review using my proven color-coded system (green = good, yellow = needs improvement, red = high-risk)
- A clear picture of whether your financial records are accurate — or leaving costly gaps
- Actionable recommendations to strengthen your bookkeeping, protect cash flow, and maximize profits
- A roadmap you can use immediately — with or without ongoing support
Why This Matters
Here’s what I see all the time from small business owners, therapists, and home health agencies:
- CPAs charging thousands for “emergency QuickBooks cleanup” just to file taxes
- Bookkeeping firms doing once-a-year catch-up that leaves owners scrambling mid-year
- Business owners overpaying — and still not getting the clarity they deserve
The truth is simple:
💡 Clean QuickBooks = clear business decisions.
This Diagnostic is the fastest way to get that clarity — and take your books from good enough to exceptional.
FAQ
Q: Will you fix my books after this?
A: No — this is a comprehensive assessment of your current QuickBooks Online account. 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.
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