Diagnostic Review
Clarity, accuracy, confidence
Before you can fix the numbers, you need to know where the issues are. Our multi-point QuickBooks Online Diagnostic Review gives you a clear breakdown of your books—what’s working, what’s not, and what needs attention. With a detailed report and a one-on-one review, you’ll get the insights you need to make informed financial decisions.
What's Included in the Diagnostic Review
A clear, objective look at what’s working—and what needs attention—in your QuickBooks Online file.
One-on-One Consultation
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Personalized walkthrough
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Clear answers
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Actionable insight
Identifying Issues
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Duplicate or Missing Transactions
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Undeposited Funds & Clearing Accounts
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Unmatched or Misclassified Expenses
Financial Review
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Bank & Credit Card Reconciliations
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Transactions & Categorization Accuracy
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Profit & Loss & Balance Sheet Review
Your Final Report Includes
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A detailed findings report outlining inconsistencies & errors
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Personalized Zoom meeting to walk through findings
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Clear explanations of issues & next steps
Why This Matters
Numbers tell a story - a true story as long as they're accurate. If your books have errors, you could be making important business decisions based on the wrong information.
A diagnostic review provides a clear, unbiased look at your financial data so you can move forward with confidence.
✔ Avoid Overpaying Taxes
Errors in your books can inflate income and underreport expenses, leading to unnecessary tax payments.
✔ Strategic Clarity
Clear financials help you plan, budget, and invest wisely.
✔ Uncover Hidden Issues
Duplicate transactions, miscategorized expenses, and reconciliation errors can quietly drain your profits.
✔ Save Time, Reduce Stress
Stop second-guessing your numbers—get the clarity you need without the frustration.
Voices That Made Us Smile
"Stephanie is A wait for it.... wait a little longer... mazing. I couldn't operate without her! She is quick to respond to my questions and needs; and always provides great advice. My job is so much easier knowing that I can focus on what I do well, because Stephanie has my back. If you are looking for someone who truly cares for you and your business, then give her a call. I promise she will take good care of you." — Jeff B
Reports don’t match what’s in
the bank.
Unsure if income and expenses
are accurate.
Something feels off, but you can’t explain it
QuickBooks setup hasn’t been reviewed in
a while
When A Diagnostic Review Can Help
You’re making decisions without clear financials
Sometimes the numbers look fine—until they don’t. A diagnostic review is your chance to catch issues early, confirm that everything’s working like it should, or find out what needs attention before it grows into a bigger problem.
Simple Steps to Get Started
Step 2
Discover
We’ll get to know you and how we can help.
Step 3
Onboard
We’ll set everything up and walk you through the next steps.
Frequently Asked Questions
What is a QuickBooks Online Diagnostic Review? A deep-dive assessment of your QuickBooks file to check for errors, inconsistencies, and areas that need attention. You'll get a detailed report and a one-on-one review.
Who needs a Diagnostic Review? Any business owner who wants to ensure their books are accurate, especially if they suspect errors, haven’t had a professional review, or are preparing for taxes or financial decisions.
How long does the review take? Turn around time is typically 2 weeks after all information is received. After that, we’ll schedule your one-on-one review session.
What do I get in the report? You’ll receive a detailed breakdown of issues found, including reconciliation errors, transaction misclassifications, and any red flags that need to be addressed.
Can I fix the issues myself? Yes! Your report will outline exactly what needs attention. If you prefer, we can also help clean up and correct any issues with our QuickBooks Cleanup & Catch-Up Service.
Is my QuickBooks data secure? Absolutely. We use secure, remote access to review your books, and we never make changes to your data without your approval.