Diagnostic Review know where your books stand.
A structured look at your current books that tells you what shape they are in and what it would take to fix them.
Before anyone can fix your books, someone needs to look at them closely. A bookkeeping diagnostic review is a structured assessment of your current QuickBooks file and records. We check reconciliations, account balances, categorization, and how well the books support your tax filings. You receive a clear summary of what is working, what is not, and what it would take to bring the books current. From there, you can decide on next steps, whether that is a cleanup and catch-up project, ongoing bookkeeping, or both.
How we help
We test whether bank, card, and key balance-sheet accounts are reconciled and supportable.
We look for misclassified income and expenses that distort your reports.
We review balances that commonly drift, such as loans, payables, and equity accounts.
We compare the books to prior filings to spot gaps that could affect your return.
A plain-English summary of issues found, organized by priority.
A recommended scope for cleanup or ongoing service, so you can plan the next step.
Every engagement starts with a written scope, so you know exactly what we will handle for you before any work begins.
How it works
- 01 Access
You grant access to your books and share key statements through TaxDome.
- 02 Examine
We review reconciliations, accounts, and transaction patterns.
- 03 Summarize
We document findings and rank them by impact.
- 04 Recommend
We meet with you to explain the results and outline the work needed.
What you can expect
A clear picture of your books today
A prioritized list of what needs attention
A defined next step instead of a guess
Common questions
What do I get at the end?
A written summary of findings and a recommended scope for cleanup or ongoing bookkeeping, reviewed with you in a meeting.
Do I have to hire you for the cleanup?
No. The review stands on its own, though many clients choose to have us complete the work it identifies.
Will you fix things during the review?
The review focuses on finding and explaining issues. Corrections happen in a cleanup or ongoing engagement.