High-Level Diagnostic Review – save $50
Initial Cleanup Assessment
A low-commitment, fixed-fee review that identifies bookkeeping issues before a full cleanup engagement.
Many small business owners come to their CPA with books that are behind, messy, or unreconciled. Before beginning a full cleanup, I provide a paid Initial Cleanup Assessment to clearly identify what’s needed — giving both the client and the CPA firm confidence, clarity, and a realistic timeline.
Who This Is For
This assessment is ideal for:
Small business owners who are months behind on bookkeeping
Clients whose books are slowing down their CPA
Tax preparers who need books cleaned before tax season
Businesses transitioning from DIY bookkeeping to professional support
Anyone who suspects their QuickBooks file is inaccurate and needs expert review
What’s Included
The Initial Cleanup Assessment provides a detailed, expert review of the client’s QuickBooks file.
You will receive:
Full review of the QuickBooks Online file
Identification of major bookkeeping issues, including:
Missing or incomplete reconciliations
Duplicate or uncategorized transactions
Incorrect categorization that impacts financial reporting
Structural issues (chart of accounts setup, workflows, etc.)
A written summary of findings outlining what needs to be corrected
A cleanup scope of work, including estimated hours
A clear timeline for completing the cleanup
A fixed or hourly estimate (based on client complexity)
This assessment provides complete clarity before beginning a full cleanup. No surprises, no guesswork.
What’s Not Included
To ensure accuracy and transparency, the following are not part of the assessment:
Any cleanup or correction work
Reconciliation of accounts
Categorizing or reclassifying transactions
Adjusting journal entries
Setting up or restructuring the QuickBooks file
Those steps are part of the Cleanup Engagement, which follows only after the assessment is reviewed and approved.
Why Start With an Assessment?
Starting with an Initial Cleanup Assessment ensures that:
You know exactly what’s wrong in the bookkeeping file
You receive a clear plan before committing to cleanup work
Costs and timelines are defined upfront
Your CPA receives organized, accurate books when tax prep begins
You avoid unexpected fees, scope changes, or delays
This approach saves time, reduces stress, and ensures a smooth path to accurate, dependable financials.
How It Works
Schedule the Assessment
I’ll send a secure link to connect your QuickBooks file.Expert File Review
I analyze your file and document all key issues.Receive Your Report
You’ll receive a written summary, cleanup scope, and estimated timeline.Proceed With Cleanup (Optional)
If you approve the scope, cleanup work is scheduled and completed promptly.
Investment
The Initial Cleanup Assessment is a fixed-fee service, priced based on the complexity of the client’s QuickBooks file.
Most assessments fall within:
$149 – $299
You’ll receive a final quote upfront before the review begins.
💡 Best part:
The fee will be applied toward your cleanup or ongoing bookkeeping service if you choose to move forward with me. And if you don’t move forward, you will have a detailed report that you can use to get yourself back on track!
If you’re ready to bring clarity to your books — or if your CPA has recommended cleanup before tax season — schedule your Initial Cleanup Assessment today.