Before we dive into financial surgery, we start with a 90-minute Zoom diagnostic session—your file’s pre-op exam.
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This session is required before a formal quote is provided for any rescue or clean-up project. It gives us the opportunity to walk through your QuickBooks file together, answer critical questions, and make sure the price quoted truly reflects the full scope of work—no back-and-forth, no surprises.
IDEAL FOR:
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Business owners ready to tackle messy or outdated books
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QuickBooks Online users needing clarity
WHY IT'S VALUABLE
​Whether we move forward or not, this session delivers real value:
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If we move forward, the $175 fee is applied toward your clean-up project.
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If not, your file still benefits from a wellness exam with actionable insights and improvement ideas.
WHAT WE'LL COVER
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Reconciliation history and red flags​
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Chart of accounts structure and setup
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Classification issues or missing data
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Summary of active accounts, loans, and balances
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Workflow and process gaps
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Alignment on goals and expectations
SESSION DETAILS
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Duration: 90 minutes via Zoom
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Cost: $175
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Includes high-level file review
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Rescue quote provided approximately 1-3 business days after session.
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Credit Applied: Full credit toward your clean-up scope if booked within 14 days