Diagnostic Review

How Healthy Are Your Books?

If you're not confident in the accuracy, cleanliness or completeness of your accounting records, we can help.

What to Expect

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Review of Records

Once receiving access to your QBO file and payment, we will go through your accounts with a fine tooth comb looking for irregularities, inconsistencies and things out of place.

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Findings & Recommendations

We will document 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.

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F&R Review

Finally, we will provide you with the Findings & Recommendations 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!

I'm ready!

Meet the expert:

Brandi Jo Delony, CFO, CDB

Brandi Jo is a creative entrepreneur that is passionate about helping businesses and individuals succeed financially.

She has a BA in Finance and Accounting and has over two decades of experience helping businesses ranging from from small single-proprietors to large universities track, analyze, understand, and improve their financials.

On the personal finance side, Brandi Jo is well-versed and certified in both the Financial Peace University and YNAB (You Need a Budget) methodologies, but seeks to craft personal finance solutions customized to the goals of each client, rather than opting for a one-size-fits-all approach.

What We Need

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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.

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Documentation + Payment

After you grant us access to your accounting records, you will need to upload some historical documentation + make payment for the Review. Payment can be made via electronic bank payment (ACH), debit or credit card.

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Schedule Your 1:1 Meeting

Once you finish the previous steps, you can schedule your 1:1 meeting to receive and review your Findings & Recommendations report and discuss next steps.