Financial Health Diagnostic Review
Investment: $500 (One-Time)
The Financial Health Diagnostic Review is a comprehensive evaluation of your QuickBooks file designed to assess the accuracy and overall health of your financial records.
During this review we analyze key areas of your bookkeeping to identify errors, inefficiencies, and opportunities for improvement.
This process helps determine whether your books require cleanup before ongoing bookkeeping services begin
What We Review:
- Bank and credit card reconciliations
- Transaction categorization
- Chart of accounts structure
- Balance sheet accuracy
- Accounts receivable and payable
- Financial report reliability
Clean Up Services
Minimum Cleanup Project: $1,500
Light Cleanup
≤ 6 months behind
$400 – $600
per month behind
Typical issues:
- Mostly categorized transactions
- Minor reconciliation errors
- Few missing transactions
Moderate Cleanup
6–12 months behind
$500 – $750
per month behind
Typical issues:
- Reconciliation problems
- Uncategorized transactions
- Duplicate entries
- Some missing documentation
Heavy Cleanup
12+ months behind
$750 – $1,000+
per month behind
Typical issues:
- Books never reconciled
- Chart of accounts problems
- Misclassified income/expenses
- Large numbers of uncategorized transactions
- Potential forensic reconstruction
Financial Health
All new clients begin with a Financial Health Diagnostic Review ($500) before enrolling in a monthly Financial Health Plan.
Healthy Start Plan
Starting at $475/month
Includes:
- Transaction categorization
- Bank reconciliation
- Credit card reconciliation
- Monthly financial reports
- Client communication
- Tax preparer collaboration
Best for businesses that need reliable bookkeeping and organized financial records.
Growth Plan
*Most Popular*
Starting at $750/month
Everything in Healthy Start plus:
- Quarterly precision accounting
- Budget creation
- Budget vs. actual tracking
- Financial insights
Best for businesses focused on financial organization and growth.
Profit Maximizer Plan
Starting at $1,200/month
Everything in Growth plus:
- Monthly precision accounting
- Accounts recievable management
- Accounts payable management
- KPI Tracking
- Cash flow insights
- 1099 preparations
Best for businesses seeking deeping financial visibility and profitablity insights
