Diagnostic Offer

Free Bookkeeping Diagnostic Review

Get a professional check on your general ledger structure, bank reconciliation status, and QuickBooks or Xero accounting records.

How the diagnostic review works

Our review is a structured diagnostic scan of your active bookkeeping files to confirm accuracy and locate errors:

• QuickBooks Online or Xero Diagnostic Check

We inspect bank reconciliation history, identify duplicate transaction feed rules, and check undeposited funds lines.

• Open Items & Next-Step Assessment

We summarize missing statement logs, categorize open-item queues, and recommend a detailed cleanup or catch-up scope.

* Available only for U.S.-registered small and medium-sized businesses with active ledgers. Subject to scoping capacity.

Request Diagnostic Review

To request a diagnostic review, fill out our consultation form and select "Not Sure / Discuss Scope" as your service needed.

Book a Free Diagnostic Review View Review Terms