- Basic Diagnostic Review $200
Ideal for freelancers and micro-businesses with simple finances needing a quick QuickBooks check for tax readiness.
- Standard Diagnostic Review $400
Perfect for growing consultants and small agencies requiring a thorough review of moderate transactions and cash flow.
- Complex Diagnostic Review $600
Suited for established businesses with complex needs like payroll or sales tax, seeking strategic insights for growth.
Diagnostic Review
Uncover the truth behind your numbers—before it costs you.
Our Diagnostic Review is a one-time, detailed examination of your bookkeeping records to assess the overall health and accuracy of your financials. It’s designed specifically for small business owners who want clarity, compliance, and confidence in their books.
Whether you’re preparing for tax season, looking to clean up past errors, or simply want peace of mind, this service provides a comprehensive look into your current financial setup.
What We Review:
We use a 13-point checklist that covers key areas of your financial system, including:
- Banking & Reconciliations: Are your accounts properly reconciled? Are there any old or uncleared transactions?
- Profit & Loss Statement : Are income and expense categories accurate and meaningful?
- Balance Sheet: Are assets, liabilities, and equity accounts set up and reported correctly?
- Accounts Receivable (A/R): Are outstanding invoices current, collectible, and recorded accurately?
- Accounts Payable (A/P): Are unpaid bills up to date and categorized correctly?
- Undeposited Funds: Are there lingering transactions affecting your income reporting?
- Chart of Accounts: Is your financial foundation organized for clear reporting?
- Sales Tax & Payroll Liabilities: Are you staying compliant with local and federal requirements?
- Inventory, Products & Services: Are you tracking what you sell and use effectively?
What You’ll Receive:
- A detailed findings report highlighting errors, red flags, and missed opportunities
- Actionable recommendations to correct and improve your books
- Clarity on whether you need a simple cleanup, full catch-up, or monthly bookkeeping support
Who It’s For:
Small business owners who manage their own books and need a second opinion
Businesses switching accountants or bookkeepers
Entrepreneurs preparing for funding, tax filing, or business growth
Anyone feeling unsure about the accuracy or structure of their current financial system
Cleanup Services
Let’s fix the mess—so you can move forward with confidence.
If your books are behind, messy, or full of errors, our Cleanup Bookkeeping Service is exactly what you need. We use a proven, step-by-step process to correct inaccuracies, organize your financial data, and bring everything up to date—so your books are clean, compliant, and ready to support your business growth.
What We Fix:
Using our in-depth cleanup checklist, we’ll assess and correct:
Misclassified or uncategorized transactions
Duplicate, missing, or unreconciled bank and credit card activity
Negative account balances and reconciliation errors
Outdated or inaccurate Chart of Accounts
Outstanding Accounts Receivable and Payable
Undeposited funds and improper income reporting
Payroll mapping issues and liability discrepancies
Sales tax tracking and filing inconsistencies
Historical cleanup for up to 2+ years of data (as needed)
What You Get:
Clean, organized books that reflect your true financial position
Accurate Profit & Loss and Balance Sheet reports
Confidence to file taxes, apply for loans, or move to monthly support
Optional hand-off to ongoing bookkeeping services
Pricing:
Cleanup projects are custom quoted based on the scope of work, number of months, transaction volume, and overall account complexity.
Start with a Diagnostic Review to determine how much work is needed.
- Light Cleanup $600
Restores 1–3 months of simple books (up to 150 transactions) for freelancers, ensuring tax-ready financials.
- Moderate Cleanup $1,200
Fixes 4–6 months of moderate books (151–450 transactions) with payroll or sales tax, improving cash flow for growing businesses.
- Full-Year Cleanup $2,200
Overhauls 7–12 months of complex books (451–900 transactions) with A/R, A/P, and payroll, preparing for growth or loans.
- Multi-Year Add-On $500/year
Extends cleanup for 13+ months, resolving multi-year issues for full compliance.
Monthly Bookkeeping Packages
Our monthly packages are designed to give small business owners the clarity they need to grow—with accurate financials, simple budgeting support, and reliable reports. All packages include access to QuickBooks Online, monthly reconciliations, and strategic financial insight. (We don’t process payroll or file sales tax—but we’ll track them so your CPA or payroll provider has what they need.)
Premium Package
Established service-based businesses or those with higher transaction volumes (150–300 per month) who want strategic insights and premium support, including those preparing for growth or loans.
$800/month
- All Growth Package Features
- Custom Budget Creation
- Priority Support (24-Hour Response)
- Loan or Funding Prep Support:
- Quarterly Strategy Session
Growth Package
Growing service-based businesses with moderate transactions (50–150 per month) needing more robust financial tracking and guidance.
$500/month
- All Essentials Package Features
- Enhanced Financial Reports
- Monthly Cash Flow Forecast:
- Tax Savings Snapshot:
- 30-Minute Monthly Check-In:
- Invoice Management Support
Essentials Package
Freelancers, solopreneurs, and micro-businesses with minimal transactions (up to 50 per month) who need affordable, essential bookkeeping to stay compliant and organized.
$300/month
- QuickBooks Online Setup or Integration:
- Monthly Transaction Categorization
- Full Bank and Credit Card Reconciliation
- Core Financial Reports
- Tax-Ready Books
- Email Support (48-Hour Response)
- Annual Tax Prep Handoff