Book a Diagnostic Review
One step closer to clean and insightful books
Your books, expertly reviewed.
A deep understanding of your books
Before we talk about ongoing bookkeeping work, we need to understand the full picture.
The diagnostic review is a thorough look at your books, reconciled against your bank statements, tax return, and merchant processor. You get a clear report of what’s right, what’s wrong, and exactly what it will take bring your books into alignment with reality.
No judgement if your books are messy—we get it!
You’re the expert in your business. We’ll be your expert in bookkeeping.
Diagnostic Review
$500
The diagnostic review is a one-time service that covers up to one year of your books.
The diagnostic review fee will be applied to your onboarding or cleanup work if you opt in for ongoing monthly bookkeeping services.
What’s included
Full review of your QuickBooks Online, Xero, or Excel file
Comparison against your bank and credit card statements for accuracy
Merchant processor review
Sales tax compliance review, if applicable
Detailed report that includes what’s working, what isn’t working, and what needs to change
Zoom call to walk through findings and answer questions
No-obligation proposal for any cleanup or ongoing bookkeeping services
What’s not included
Edits to existing data or addition of new data to your books
Instruction, DIY support, bookkeeping processes or workflows
Who is this for?
Service-based small businesses with minimal retail operations
We do not currently serve non-profit organizations. We are happy to refer you to a firm who can better serve your needs.
Diagnostic Review FAQ
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We’ll dig into your books, identify what’s working and what’s not working, and provide you with a detailed report, as well as a no-obligation proposal for ongoing services.
We do not make any edits to your books. We review everything thoroughly, and the report is yours to keep, whether or not you continue to work with us.
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Guessing isn’t useful. In order to understand your bookkeeping needs, we need to actually see your books: what software you’re using, how far back clean-up or catch-up work needs to go, what’s messy and what isn’t. The diagnostic review gives us all of this. It also helps to ensure that there will be no big surprises once we’re working together.
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That’s usually why people reach out. You don’t need to clean anything up before we look, that’s the point of the review.
We’ve seen it all and we are here to support you, not shame you.
Kudos for taking the first step in getting everything on track!
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Once we have received all of the necessary documents, we’ll complete your report within ten business days, then we’ll send you a link to book a review call for a detailed walk-through via Zoom.
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After you fill out the intake form and make your payment below, we’ll email you a link to our secure client portal within 1-2 business days. There, you’ll find the requests to upload your documents.
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Your most recent tax return, bank and credit card statements for the review period, and access to your books via QBO, Xero, or Excel. After you book, you’ll receive a link to our secure client portal where you can upload everything.
All information is held confidentially and never sold or shared with anyone outside of Ember Bookkeeping Services.
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The report is yours regardless of whether or not we continue to work together.
You’ll have a clear picture of what needs to happen and can take it wherever makes sense for you.
Let’s get started!
Fill out the intake form below. All information is confidential.
We’ll send you access to the secure client portal to upload documents and confirm next steps.
Questions? Email us here.