The Diagnostic Review

Is there something wrong with your business and you can’t seem to figure it out?

You’re NOT alone. With over our 25 years experience, we’ve seen all kinds of businesses going through the same kinds of struggles!

Have Us Analyze Your Books

And The Process In Which You Keep Them

We will help you spot all the tiny pieces that fell through the cracks to keep your business running smoothly.


Step 1: After you take action, we will reach out and ask you some in-depth questions relating to your bookkeeping and your business to fully understand your business from your viewpoint. We’ll need to get access to your accounts so we can see what we’re dealing with “behind the scene”. When we have the access we need we’ll move on to...


Step 2: This is the MOST important step. Review your entire set of books for your business to spot these problems we’ve been talking about. Let me tell you, never once in 27 years have we found a set of books that didn’t have some kind of problems needing to be corrected. Often the corrections made solve large problems that owners never knew existed and give a clearer understanding of the state of the business.


Step 3: This is where we get back to you after our check. At this point, we discuss and suggest how to solve all the problems and help put together a game plan to implement the solutions immediately and long term so your business runs smoothly and properly without you having to worry about your books or the efficiency of the bookkeeping process anymore.


When the Diagnostic Review is completed for YOUR business, you’re going to...


Be fully aware of your cash flow - Simply put, you will know exactly where your finances are. This is the number #1 factor to the success of your business.

Catch more tax deductions - This can save you a lot of money from things that you never thought were tax-deductible and makes sure your tax deductions you currently have are coded correctly to give you the deduction you deserve - We've seen this happen a LOT! 

Catch Hidden Mistakes - There will be nothing that falls through the cracks. From catching misallocated expenses and double entries to properly logging income and everything in-between, this will give you peace of mind that knowing your business is properly organized and help you save thousands if not tens of thousands of dollars every year.


With this Diagnostic Review for your business you will know exactly where you’re at and can plan for your future. If you don’t have a clear financial picture, it’s going to be extremely hard to set goals, scale, and grow your company. This is the whole point of this service to give you a strong foundation and set you on the path to success.

Only $299!

To Ensure We Provide The Highest Standards And Give The Most Attention To Our Clients, We Only Take On 6 New Clients Every Month.

One-Time Payment

You will get a review of your entire business’ books and bookkeeping system, walk you through the Diagnostic Review, show you the ins and outs of the results and explain what it all means for a fraction of what it would normally cost you. 

Money Back Guarantee

After we’ve gone over this report with you, if you don’t feel that we have shown you the value and helped you identify troubled areas and a plan of action that will help you make more informed decisions, simply, reach out and we will refund your money, No Questions Asked!

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