QuickBooks Online Diagnostic Review

The QuickBooks Online Diagnostic Review is a deep, structured evaluation of your financial records designed to uncover inaccuracies, inefficiencies, and risks—before they create bigger problems for your business.

This review analyzes every major area of your bookkeeping, including bank reconciliation, payroll, income and expenses, liabilities, equity activity, chart of accounts structure, and financial reporting accuracy.

You’ll receive a clear, detailed report outlining:
• What’s working well
• What needs correction
• Any compliance risks
• A prioritized cleanup plan
• Recommendations tailored to your business

This diagnostic is ideal for business owners who want clarity, accuracy, and confidence in their books. It ensures you understand what’s truly happening in your finances before moving into cleanup, monthly bookkeeping, or advisory services.

When your books are clean, organized, and correct, your decision-making becomes clearer, your tax filings become smoother, and your confidence in your numbers grows—with the steady, supportive approach I bring from my nursing background.

This diagnostic is especially valuable for businesses preparing for year-end tax filing, those unsure whether their QuickBooks file is compliant, or anyone who wants a clear understanding of what’s truly happening inside their books before making important financial decisions.

QuickBooks Online Diagnostic Review – Pricing

The QuickBooks Online Diagnostic Review is a detailed, structured assessment of your books. It reveals inaccuracies, misclassifications, risks, and areas needing cleanup so you can make stronger financial decisions with confidence.

This service is ideal for business owners who want clarity before committing to ongoing bookkeeping or cleanup work.

Pricing:
• Diagnostic Review starting at $650

This fee includes a full analysis of your QuickBooks setup, banking activity, payroll, reconciliation history, income and expense accuracy, mapping issues, liabilities, equity accounts, and report structure.

Once the diagnostic is complete, you’ll receive a clear, easy‑to‑understand report with:
• Identified errors
• Reason for each issue
• Cleanup recommendations
• Estimated hours and pricing for cleanup
• Next‑step guidance tailored to your business

This review provides a true financial 'health check'—so you know exactly where your books stand and what’s needed to move forward with clarity and confidence.