Is your Balance Sheet out of alignment, or are you unsure if your current data is reliable for tax filing? Before committing to a full cleanup, you need a professional Diagnostic Assessment. I perform a deep-dive forensic review of your software (QuickBooks Online, Xero, etc.) file to identify the "root cause" of financial discrepancies.
What this Diagnostic covers:
Chart of Accounts Review: Ensuring your structure follows standard accounting principles for your specific industry.
Bank & Liability Feed Audit: Identifying "ghost" transactions, duplicates, or broken bank connections that skew your totals.
Payroll Mapping Verification: Confirming that your payroll provider (Gusto, ADP, etc.) is correctly syncing with your General Ledger.
Historical Reconciliation Check: Pinpointing exactly which month the books went "off-track."
Uncategorized Transaction Analysis: Reviewing "Ask My Accountant" and Suspense accounts to determine the scale of unclassified expenses.
The Deliverable: You will receive a Financial Health Report outlining every error found and a fixed-price roadmap for a full Forensic Reconstruction. If you choose to move forward with the Reconstruction, the cost of this Diagnostic will be credited toward your first milestone.
*I specialize in Payroll Tie-In & Reconciliation. I don't just process checks; I manually cross-verify gross wages, tax liabilities, and benefits against your General Ledger and quarterly 941 filings to ensure 100% audit-readiness.