STEP 2 · SNAPSHOT
A file-verified read of your QuickBooks, built inside your own file and yours to keep.
The Snapshot is a file-verified read of your QuickBooks, built inside your own file. It is real reports and a verified score, not a guess, and it is yours to keep.
Click to enlargeA real, file-verified Snapshot built inside a QuickBooks file: verified score, real reports, and the biggest problem in dollars.
Open the full sample Snapshot →Or click the image to see the full report.| 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 › |