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STEP 2 · SNAPSHOT

Your Free QuickBooks 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.

A clean, verified set of books
What the Snapshot gives you
  • A verified read built inside your actual QuickBooks file.
  • Real reports, not estimates from a questionnaire.
  • Your verified Snapshot Score.
  • The biggest problem we find, in real dollars.
  • A clear picture of what a cleanup would involve.
  • Yours to keep, whether you hire us or not.
See a real example
Sample Snapshot reportClick to enlarge

Sample Snapshot report

A 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.
Where the Snapshot fits
StepWhat you getWhat it is 
1. DiscoveryYour starting scoreA free 60-second books check.Start free ›
2. SnapshotA file you keepA file-verified read of your QuickBooks, built inside your own file.See details ›
3. DiagnosticA fixed quoteA graded, area-by-area review tied to your documents.See details ›
4. CleanupBooks brought currentWe fix what the Diagnostic found.See details ›
5. MonthlyBooks that stay currentOngoing bookkeeping that holds your score.See details ›
6. AdvisoryBetter decisionsBudgeting, planning, and guidance once books are solid.See details ›
Start with your free number.
Take the 60-second Discovery Score first, then move up to a Snapshot.
Certified QuickBooks ProAdvisor Level II · QuickBooks Online Specialist · 20+ years in financial services · Verified on Intuit’s Find-a-ProAdvisor directory ▸