Serving small businesses nationwide · Based in Atlanta, GA
Certified QuickBooks ProAdvisor · Serving clients nationwide
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STEP 3 · DIAGNOSTIC
The Diagnostic
A graded, area-by-area review of your QuickBooks, tied to your documents, ending in a fixed quote to fix what we find.
The Diagnostic is a graded, area-by-area review of your QuickBooks, tied to your own documents. It ends in a fixed quote, so you know exactly what a cleanup will cost before any work begins.
What you get
- An area-by-area grade for the major parts of your books.
- Findings tied directly to your own documents and file.
- A plain-English summary of what is wrong and why it matters.
- A fixed-price quote to fix it. No open-ended hourly surprises.
- A clear next step, whether you hire us or not.
- Yours to keep.
See a real example
Click to enlargeSample Diagnostic report
A graded, area-by-area Diagnostic tied to real documents, ending in a fixed quote to fix what we find.
Open the full sample Diagnostic →Or click the image to see the full report.Where the Diagnostic fits
| Step | What you get | What it is | |
|---|---|---|---|
| 1. Discovery | Your starting score | A free 60-second books check. | Start free › |
| 2. Snapshot | A file you keep | A file-verified read of your QuickBooks, built inside your own file. | See details › |
| 3. Diagnostic | A fixed quote | A graded, area-by-area review tied to your documents. | See details › |
| 4. Cleanup | Books brought current | We fix what the Diagnostic found. | See details › |
| 5. Monthly | Books that stay current | Ongoing bookkeeping that holds your score. | See details › |
| 6. Advisory | Better decisions | Budgeting, planning, and guidance once books are solid. | See details › |
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Certified QuickBooks ProAdvisor Level II · QuickBooks Online Specialist · 20+ years in financial services · Verified on Intuit’s Find-a-ProAdvisor directory ▸
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Serving small businesses nationwide · Home base: Atlanta, Georgia
Serving small businesses nationwide · Home base: Atlanta, Georgia