AccountingWizard Solutions presents...

Looking under the hood...

Diagnostic Discovery Review

...Checking the Health of your books

Mechanic at work 1
BP Cuff
Researcher 2

You’re a coach, consultant or creative—and you know that the books have to be done, but numbers just aren’t your “thing”.

You’ve tried starting or doing your books, but you’re a wee bit confused (or even totally befuddled) about what to do.

You’re not sure if what you’ve done is OK.

When you show up at the end of the year to give your stuff to your accountant, does she look like at you like The Evil Monkey and point to the door?

Frustrated and stressed? Need something to put that bounce back into your step?

Your journey to bookeeping confidence begins here ...

… with a Diagnostic Discovery Review.

“Every journey begins with the first step” is true, but it ignores all the work that needs to be done before you lace up your hiking boots. A Diagnostic Discovery Review of your bookkeeping is some of that preparation.

We need to know about the good, the bad and ugly of what’s been done before. It’s like taking your car to the shop to check out that little annoying noise that it’s making. I need to identify your needs, what’s been done in the past, and if anything needs fixing.

Any of this sound familiar?

What do I get out of this?

Confidence.

Peace of Mind.

A weight off your shoulders

We’ll do an initial QuickReview Diagnostic. Together, we’ll check out over 30 items giving us a look at the state of your books. Depending on those results I may recommend a complete Diagnostic Discovery Review, digging deeper into those 30+ items. Once the review is done and I have a full picture of the situation, you will receive a complete written report. We’ll review it together so that you truly understand what your books are like. I’ll also recommend a plan and provide a price to address any issues.

Relax. This is a judgement free review! (Erasers have pencils for a reason … right?)

At the end, you’ll have:

What's my investment in this going to be?

I will provide a you with a fixed price.

We will discuss your needs and requirements—and everyone’s are different. Your investment will be tailored to you, and not the needs of some mythical “average client”. I like to call it “right-sizing the price”—it’s the right price for the right set of services for you.

Here’s how to get started.

Step 1: Let's have some coffee, shmooze and the QuickDiagnostic (30-45 minutes)

Let’s get to know a little bit about each other. Who are you? What do you do? Who am I and what do I do? Then we’ll do the QuickDiagnostic together. If needed, I’ll recommend a complete Diagnostic Discovery Review, and I’ll provide you with a fixed price for the Review.

Step 2: Complete Diagnostic Review

I’ll take a closer, detailed look at your books. Sit back, relax, and know that you’ve embarked on the journey to a clean set of books.

Step 3: Diagnostic Report

Within two weeks, I’ll have a written diagnostic report with all my findings. We’ll go over it together so that you understand what issues were identified.

I will also provide you a price for fixing any issues. (This meeting usually takes 45-60 minutes).

Step 4: Fix what needs to be fixed

I roll up my sleeves and log onto your Quickbooks Online file.

Using the Diagnostic Report as my guide, I’ll go through your books and clean them up.

When I’m done, you’ll have that peace of mind (about your bookkeeping) that’s been eluding you.

Now, you can finally feel confident in your books!

Any questions? Email me!  (info©accounting-wizard•com)  

(Oh, and by the way, I do bookkeeping too. Interested in talking about that after we get you sorted out?)

I'm the guy you call when you absolutely, positively hate doing the books.