BOOKKEEPING DIAGNOSTIC™
Let's Find Out What Your Books Are Really Telling You.
Thank you for choosing Tax Control Group™.
Your Bookkeeping Diagnostic™ is designed to identify apparent problems, inconsistencies and tax-readiness issues in your existing bookkeeping.
We will organize the review around:
UNDERSTAND → PRIORITIZE → CONTROL
This is a diagnostic review. Bookkeeping and cleanup are not included in the $750 engagement.
Complete My Bookkeeping Diagnostic IntakeHere's What Happens Next
1 — COMPLETE YOUR INTAKE
Tell us how your books are currently maintained and where you believe problems may exist.
2 — PROVIDE YOUR RECORDS SECURELY
Provide the applicable bookkeeping and financial records through the designated secure client portal.
3 — WE REVIEW YOUR BOOKS
We'll evaluate the available records for apparent bookkeeping problems, inconsistencies and tax-readiness concerns.
4 — REVIEW YOUR FINDINGS
You'll receive your Bookkeeping Diagnostic Findings™ and a 30-minute review session.
First, Tell Us About Your Books
The intake helps us understand how your records are currently maintained, what systems you use and where you believe problems may exist.
You do not need to provide detailed financial documents through the intake.
Do not enter bank-account numbers, Social Security numbers, taxpayer identification numbers or other sensitive financial information in the assessment.
Complete My Bookkeeping Diagnostic IntakeWhat Does the Diagnostic Examine?
Depending on the records available, we'll review areas such as:
- Profit and loss reporting
- Balance-sheet accounts
- Bank reconciliation status
- Credit-card reconciliation status
- Income recording
- Expense categorization
- Owner contributions and withdrawals
- Business and personal transaction separation
- Loans and liabilities
- Payroll-related bookkeeping entries
- Fixed-asset recording
- Accounts receivable/payable when applicable
- Uncategorized or questionable transactions
- Prior-year ending balances
- General tax-readiness of the books
Your Bookkeeping Diagnostic Findings™
UNDERSTAND
See what the available records currently show and where apparent problems exist.
PRIORITIZE
Identify which bookkeeping issues deserve attention first.
CONTROL
Understand what should be corrected, organized or maintained going forward.
We Diagnose the Problem. We Don't Fix the Books Under This Engagement.
The $750 Bookkeeping Diagnostic™ evaluates the condition of your existing records.
It does not include correcting transactions, categorizing expenses, reconciling accounts, rebuilding records or providing ongoing bookkeeping.
If the diagnostic identifies work that should be completed, you'll receive recommended next steps. Any cleanup, correction or bookkeeping work would require a separate engagement and fee.
Your $750 Engagement Includes
Bookkeeping Diagnostic Findings™
A written summary identifying apparent bookkeeping issues, priorities and recommended next steps.
30-Minute Bookkeeping Diagnostic Review Session
We'll walk through the findings with you and explain what deserves attention.
One Business Entity
The standard engagement covers the existing books of one business entity.
What Should I Have Ready?
Depending on your situation, we may request:
- Current profit and loss statement
- Current balance sheet
- General ledger or transaction detail
- Bank statements
- Credit-card statements
- Bank reconciliation reports
- Prior-year financial statements
- Most recently filed business tax return
- Payroll summaries when applicable
- Loan statements when relevant
- Fixed-asset information
- Other records related to issues identified during the review
Only provide records requested or relevant to the diagnostic.
Complete My 1099/W-2 IntakeWhat This Review Is—and Isn't
The Bookkeeping Diagnostic™ is not an audit, review or compilation of financial statements and does not provide assurance regarding the accuracy of your financial statements or accounting records.
The findings identify apparent issues based on the records and information made available for review.
Keep Your Financial Records Secure
Do not send tax returns, Social Security numbers, financial statements or other sensitive tax information through ordinary email or Kajabi forms.
You'll provide sensitive documents through the designated secure client portal.
Complete My Bookkeeping Diagnostic IntakeReady to Find Out What Your Books Need?
Start by completing your Bookkeeping Diagnostic™ Intake.
Complete My Bookkeeping Diagnostic Intake