Your Free Next Step

Get Your Free Snapshot

A real set of reports we build right inside your own QuickBooks. You get your verified Snapshot Score and the single biggest problem we find, in real dollars.

Free. Yours to keep. No pitch, no pressure.

What you get, free

Two things, built inside your own QuickBooks and yours to keep forever, even if we never work together:

1. Your plain-English Snapshot Summary

A one-page, file-verified read of your specific issues, with your Snapshot Score and the biggest thing we found, in real dollars. The part you actually read.

2. A Management Report, saved in your QuickBooks

A branded package of 15 real financial reports we build and save right in your file, that you (or your CPA) can re-run anytime with one click. It also becomes the foundation for a deeper Diagnostic later, so you never start over.

Where you standBalance Sheet (current + 2 year-end) · Trial Balance

How you're performingProfit & Loss (accrual + cash) · P&L by month

Who owes whatA/R aging · open invoices · A/P aging · unpaid bills

The working detailaccount list · general ledger · transaction detail · journal

Nothing else needed from you. The Snapshot reads only what's already in your books. Anything that needs your tax return or year-end statements, we flag as “In the Diagnostic” (the paid, deeper step) so you always know what's verified now vs. what's next.

How this compares to your Discovery Report

Your Discovery Report was a fast self-check. The Snapshot is the verified, real-numbers version, built in your own books.

	Discovery Report	Snapshot
Based on	Your answers	Your actual QuickBooks
The Score	Your self-ratings	Checked in your file
The numbers	You estimate them	Pulled from your books
What it finds	General problem areas	Specific issues, in real dollars
You keep	A one-page report	A 15-report Management Report in your QuickBooks

What the Snapshot adds: job-level profit, A/R aging, undeposited cash, 1099 exposure, and file-verified reconciliations.

And when you're ready to know for sure: the Diagnostic

Your Snapshot shows what looks clean in your file. The Diagnostic is the paid, deeper step: we verify your books against your source documents, line by line, then price the full cleanup up front, so you know the exact number before any work begins.

Our guarantee: if we don't find at least one actionable issue in your books, the Diagnostic is on us.

How access works (you stay in control)

✓Read-only. We can look, but we cannot move money or change anything in your books.
✓You invite us, you can revoke anytime, right from your QuickBooks settings.
✓We remove our own access after your Snapshot if you decide not to move forward.
✓Your data stays yours. We only read what is already in your file to build your reports.

Invite us to your QuickBooks

Add us as a read-only accountant user. It takes about a minute.

Invite this email

books@fulcharbo.com

In QuickBooks Online, click the gear icon (Settings).
Choose Manage users, then the Accountants tab.
Enter books@fulcharbo.com and click Invite.

Book your Snapshot review call

We build your Snapshot within 72 hours and walk through it with you on this call, your verified Score and the biggest thing we found.

Coming soon: we're setting up a dedicated Snapshot review calendar. This is a preview.

FulCharBo · Strong Books. Stronger Decisions. · Atlanta, GA · (404) 800-4614