Diagnostic Review
How Healthy Are Your Books?
Sign up for our Diagnostic Review
What to Expect
Review of records
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.
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.
1:1 Meeting
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!
Meet THE Expert
Brandi Jo Delony
As a creative entrepreneur herself, Brandi Jo understands the love-hate relationship with running a creative business. On the one side, you're making money creating what brings you (and others!) joy. On the other, it's a business and, therefore, you gotta deal with numbers (ick) and other boring business stuff (double ick). But Brandi Jo has a secret. She actually loves the business stuff just as much as she loves being creative.
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.
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.
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.
What is the status of your numbers? KNOW exactly how your bookkeeping stands with our professional review:
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(325) 399-6539 | 13122 Hillcrest Cir. Willis, TX 77318
