Diagnostic
We look at the file before we quote the work. You leave knowing whether you need a cleanup, a catch-up, or something smaller.
How many months are open. Whether the books tie to the bank. Whether jobs, deposits, and payroll are even in the file. Whether a CPA can use it as-is.
Bring QuickBooks access or an accountant user invite. If you don’t have that, say so on the form.
A plain-language read on the state of the books. If a Reset is needed, you get one scope and one price. If it isn’t, we tell you that too.