Bookkeeping Diagnostic™
Find Out What's Wrong With Your Books Before It Becomes a Tax Problem — $750
Get a structured review of your existing bookkeeping and financial records to identify recordkeeping problems, inconsistencies and tax-readiness issues—without committing to bookkeeping or cleanup services.
WHAT'S INCLUDED
The $750 Bookkeeping Diagnostic™ covers one business entity and includes review of available:
- Current bookkeeping records
- Profit and loss statement
- Balance sheet
- Bank-account reconciliation status
- Credit-card reconciliation status
- Income recording
- Expense categorization
- Owner contributions and withdrawals
- Business versus personal transaction issues
- Loan and liability balances
- Payroll-related bookkeeping entries when applicable
- Fixed-asset recording
- Accounts receivable/payable when applicable
- Uncategorized or questionable transactions
- Prior-year ending balances when available
- General tax-readiness of the books
WHAT WE ARE LOOKING FOR
The diagnostic is designed to identify issues such as:
- Bank accounts that have not been reconciled
- Credit-card accounts that have not been reconciled
- Duplicate transactions
- Missing transactions
- Uncategorized expenses
- Personal expenses recorded as business expenses
- Business expenses paid personally but not properly reflected
- Incorrect owner draws or distributions
- Incorrect owner contributions
- Loan balances that appear inconsistent
- Negative or unusual account balances
- Payroll entries that do not appear to reconcile
- Income that may be missing or duplicated
- Asset purchases incorrectly expensed
- Prior-year balances that do not properly carry forward
- Books that may not be sufficiently reliable for tax preparation or planning
THIS IS NOT BOOKKEEPING
Put this prominently on the checkout:
Diagnostic Review — Not Bookkeeping or Cleanup
The Bookkeeping Diagnostic™ evaluates the condition of your existing records.
The $750 engagement does not include correcting, categorizing, reconciling, rebuilding or maintaining your books.
If bookkeeping cleanup or other implementation work is recommended, that work would require a separate engagement and fee.
This keeps us from accidentally selling $750 worth of unlimited cleanup work.
NOT INCLUDED
The $750 engagement does not include:
- Transaction categorization or correction
- Bank reconciliation
- Credit-card reconciliation
- Bookkeeping cleanup
- Catch-up bookkeeping
- Monthly bookkeeping
- Financial-statement preparation
- Payroll processing
- Payroll-return preparation
- W-2 or 1099 preparation
- Tax-return preparation
- Amended returns
- Tax-account investigation
- IRS/state notice response
- Penalty abatement
- Collection resolution
- IRS/state representation
- Implementation of diagnostic recommendations
RECORDS LIMITATION
The diagnostic is based on the records and information made available for review. Tax Control Group™ does not audit, examine or independently verify the accuracy or completeness of the client's financial records as part of this engagement.
OUTCOME DISCLAIMER
The Bookkeeping Diagnostic™ does not constitute an audit, review or compilation of financial statements and does not provide assurance regarding the accuracy of financial statements or accounting records. Findings are intended to help identify apparent bookkeeping and tax-readiness issues based on the information provided.
SECURITY NOTICE
Do not upload bank statements, financial records, tax documents, account numbers or other sensitive financial information through this checkout page or ordinary email. After purchase, you will receive instructions for providing applicable records through the designated secure client process.
LEGAL LINKS
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