What will you get with a Diagnostic?
Your diagnostic will begin with a consultation. Simply put: a look under the hood of your business.
After your initial consultation, we will complete a deep dive into your Quickbooks Online company file, identifying problem areas, recommending fixes, and providing education on repairs.
A comprehensive report that details issues of concerns.
The best way to get started.
Why is a diagnostic required for new clients?
The diagnostic removes surprise for both of us.
In order for me to provide a fixed fee engagement, an evaluation of a QBO file needs to be performed.
It details our concerns regarding your QBO file and our plan to fix it.
What are your next steps?
Take the diagnostic report with recommendations and fix your issues of concern.
Give the report to another qualified bookkeeper for their use in your clean-up project.
I will provide your proposal along with your diagnostic.