BOOKKEEPING DIAGNOSTIC™
Tell Us What's Happening With Your Books.
This short intake helps us understand how your business records are maintained and where potential bookkeeping problems may exist.
Do not enter bank-account numbers, Social Security numbers, taxpayer identification numbers or other sensitive financial information here.
After You Complete the Intake
Your next step will be to securely provide the bookkeeping and financial records needed for the diagnostic.
We'll use those records to develop your Bookkeeping Diagnostic Findings™ around:
UNDERSTAND → PRIORITIZE → CONTROL
This Is a Diagnostic—Not Bookkeeping Cleanup
The purpose of this engagement is to identify apparent problems and determine what deserves attention.
We will not change or repair your books as part of the $750 diagnostic.
Any cleanup or implementation work requires a separate engagement.
Keep Financial Records Secure
Do not upload or enter bank statements, tax returns, account numbers, payroll records or other sensitive financial information in this assessment.
You'll provide those records through the designated secure client process.
