Diagnostic Review Terms

Bookkeeping Diagnostic Review Terms

Last Updated: June 2026

1. Overview of the Diagnostic Review Offer

ZaiFlow International offers a promotional, free Bookkeeping Diagnostic Review to new prospective business clients. This review is designed to identify ledger structure problems, feed disconnects, and reconciliation discrepancies in your accounting files before formal engagements are established.

2. Eligibility and Scoping Limits

The free diagnostic review is available exclusively to new business clients operating in the United States. The diagnostic review is subject to ZaiFlow's operational capacity, and we reserve the sole right to decline diagnostic reviews for complex corporate structures, incomplete files, or entities that fall outside our bookkeeping services scope.

3. Diagnostic Review Scope

The diagnostic review covers an evaluation of your existing QuickBooks Online or Xero setup and ledger registers. It may include:

  • Review of the current bookkeeping structure and chart of accounts
  • Verification of bank and credit card reconciliation status
  • Identification of duplicate transactions, feed rule errors, and open reconciliation differences
  • High-level assessment of historical catch-up or clean-up needs
  • Practical next-step recommendations

4. Access and Security

To perform the review, the client must provide read-only, non-admin accountant access to their QuickBooks Online or Xero ledger. ZaiFlow does not request cash transfer capabilities, administrative controls, or banking login credentials.

5. Professional Scope Boundary

The diagnostic review is not a full bookkeeping engagement, tax review, audit, or attestation service. It does not replace your CPA, Enrolled Agent, tax advisor, or legal counsel. No formal adjustments, closing reconciliations, or transactions are processed during the diagnostic review.

6. Conversion to Ongoing Support

Following the diagnostic review, ZaiFlow may provide a scope-of-work recommendation and pricing quote for ongoing bookkeeping, catch-up, or clean-up support. All ongoing paid services require a signed Engagement Agreement outlining fees, schedules, and deliverables.

For questions or availability, please email us at: info@zaiflowintl.com