How Healthy Are Your Books?

Just like bringing your car to a trusted mechanic for a thorough inspection, a Diagnostic Review is our process of looking "under the hood" of your business's financial records. Using our expertise, we act like the specialized scanner an auto technician uses – we hook into your financials to read the "codes" and tell you exactly what's going on. We consistently uncover areas like missing funds, incorrect classifications, or setup issues that can lead to unreliable financial reports. It's a comprehensive look designed to give you a clear, high-level understanding of what needs attention. Whether you need a one-time check-up or ongoing support, we're here to help keep your business's financial engine in top shape.

Consider a Diagnostic Review if:

• You need your financials to be perfectly clean and ready for tax filing.

• You require accurate financial statements to present to lenders or investors.

• You're working with unreliable financial data and can't trust your reports.

• You're looking for a fresh perspective on your bookkeeping from experienced professionals.

Our Diagnostic Review involves a detailed examination of your financial records. We meticulously analyze your bookkeeping entries, account reconciliations, and financial reports. Our goal is to pinpoint inconsistencies, errors, and areas where your processes can be improved. This thorough assessment helps us uncover potential issues and inefficiencies that could be impacting your business's financial health. Following the review, we provide you with clear insights and practical recommendations tailored to help you enhance your financial processes, minimize risks, and make more informed business decisions.

To ensure a successful Diagnostic Review, we'll need a few things from your end:

• An existing bookkeeping system: It doesn't matter what software or even spreadsheet you use, but you must have a system in place. We'll simply need secure access to it.

• Willingness to implement change: This review will highlight areas for improvement. To get the most value, you need to be open to our suggestions, acknowledge any gaps we identify, and be ready to make the necessary changes for compliance and maximum business success.

If you don't currently have any bookkeeping records, a Diagnostic Review isn't the right starting point. In this case, we recommend booking a consultation with us to discuss setting up a proper bookkeeping system for your business.

Here's a simple breakdown of what happens when you book a Diagnostic Review with us:

1. Get Started: You'll initiate the process, allowing us to gather essential details about your business. This helps us understand your unique situation before we dive into your books.

2. The Deep Dive: We perform the Diagnostic Review, thoroughly examining your current bookkeeping to identify exactly what's happening and where any issues lie.

3. Receive Your Report & Proposal: Once the review is complete, we'll create a clear overview report highlighting any potential problems or red flags we found. Alongside this, you'll receive a custom proposal outlining how we can help you correct these issues. There's absolutely no obligation to move forward with our suggested solutions, but we're here and ready to help if you choose!

4. Discussion & Next Steps: We prefer to walk you through the results of your Diagnostic Review, answer all your questions, and discuss your custom proposal during a video call. If you prefer an in-person meeting, we can arrange that as well.

   Our Diagnostic Review is a fantastic way to experience firsthand the quality of our work and how we can help bring clarity and accuracy to your business's financials.