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We offer a variety of personalized bookkeeping and accounting services.  Choose an option that is right for you.

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Free QuickBooks Online or Xero Diagnostic Report

Is your QuickBooks Online or Xero file healthy? Are you getting accurate and useful information out of it? Let's find out.

Your books are a mess. We can help you pinpoint the issues you need to tackle first in order to get back on track.

Our Diagnostics Report will help you understand the health of your accounting processes and the functionality of your QuickBooks Online or Xero Company File.

PF+QBOCleanup

How it works:

  • 1 You pay a one-time fee of $99 and provide access to your QuickBooks Online or Xero Company file.
  • 2 We take 3-5 days to go behind the scenes and do a complete 16-point review of your file. First, we'll analyze from a compliance (tax) standpoint to make sure things are being recorded correctly and accurately.
  • 3 We also look at it from a profitability perspective, to see if the income and expenses are on track for the size of the business and the industry.
  • 4 We'll schedule a 1:1 meeting with you to walk through the Diagnostics Report together. We'll go down the 16-point checklist and discuss what's in good standing vs. what needs improvements.
  • 5 We will grade the readiness of the accounting work required using a Red Light, Yellow Light, Green Light system. You will receive a customized price quote for your cleanup.

Let's Get Started!

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