Diagnostic Accounting Software Review
How Healthy Are Your Books?
Sign up for our Diagnostic Review
What to Expect
Status of accounts
Once receiving access to your file and payment, we will go through your accounts with a fine tooth comb looking for irregularities, inconsistencies and things out of place.
clean-up recommendations
We will document in detail any issues we've flagged while reviewing your books and will provide recommendations on what steps to take to fix these issues and get your books in order.
1:1 Meeting
Finally, we will provide you with the Accounting Software Review report and will discuss with you what we have found. We will also review the next steps to get your books in tip top shape!
Meet THE Expert
Tanyaa Kilham
Tanyaa has a Bachelor’s degree in Business Administration, with an Accounting Concentration and enough credits to obtain her CPA license if she ever desires to go that route! Additionally, she holds a Masters Degree in Organizational Leadership from Gonzaga University. With over 20 years of accounting, bookkeeping, and business experience in a wide arena of industries, Tanyaa uses her expertise to help attorneys and small law firms reach their most ambitious financial goals while staying in compliance at all times.
What I Need
Access to Your QuickBooks File
You will need to grant us access to your current Quickbooks Online file by adding us as an Accountant User. If you do not have a QBO file, have no fear. We can still help! Just opt in and reply to our email letting us know.
Make Payment
After you grant us access to your QBO File, you will need to make payment for the review. Payment can be made via electronic bank payment (ACH), debit or credit card.
Schedule Your 1:1 Meeting
Once you finish the previous steps, you can schedule your 1:1 meeting to receive and review your report from the diagnostic review and discuss next steps.
What is the status of your numbers? KNOW exactly how your bookkeeping stands with our professional review:
Copyright ©2023. PHONE | ADDRESS
