Diagnostic Accounting Software Review
How Healthy Are Your Books?
Sign up for our Diagnostic Review
What to Expect
Status of accounts
Once receiving access to your file and payment, we will go through your accounts with a fine tooth comb looking for irregularities, inconsistencies and things out of place.
clean-up recommendations
We will document in detail any issues we've flagged while reviewing your books and will provide recommendations on what steps to take to fix these issues and get your books in order.
1:1 Meeting
Finally, we will provide you with the Accounting Software Review report and will discuss with you what we have found. We will also review the next steps to get your books in tip top shape!
Meet THE Expert
Jennifer Dethloff
While working as a staff bookkeeper or office manager, I saw how important it was that the business owner understand the financials & how having accurate, timely information affected the business operations and cash flow.
Being able to present the financial data so business owners understand & can make smarter money decisions that help to grow their business.
Being able to help business owners grow their business, increase profits, to reduce loans, having more cashflow available purchase equipment, or being able to set aside funds for operating expenses in case of a lean month.
What I Need
Access to Your QuickBooks File
You will need to grant us access to your current Quickbooks Online file by adding us as an Accountant User. If you do not have a QBO file, have no fear. We can still help! Just opt in and reply to our email letting us know.
Make Payment
After you grant us access to your QBO File, you will need to make payment for the review. Payment can be made via electronic bank payment (ACH), debit or credit card.
Schedule Your 1:1 Meeting
Once you finish the previous steps, you can schedule your 1:1 meeting to receive and review your report from the diagnostic review and discuss next steps.
What is the status of your numbers? KNOW exactly how your bookkeeping stands with our professional review:
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