AccountingWizard Solutions presents...

Your journey to bookkeeping confidence begins here with the...

Diagnostic Discovery Review

...Checking the Health of your books

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BP Cuff
Researcher 2

You’re a coach, consultant or creative—and you know that the books have to be done, but numbers just aren’t your “thing”.

You’ve tried starting or doing your books, but you’re a wee bit confused (or even totally befuddled) about what to do.

You’re not sure if what you’ve done is OK.

When you show up at the end of the year to give your stuff to your accountant, does she look like at you like The Evil Monkey and point to the door?

Frustrated and stressed? Need something to put that bounce back into your step?

Your journey to bookeeping confidence begins here ...

… with a Diagnostic Discovery Review.

“Every journey begins with the first step” is true, but it ignores all the work that needs to be done before you lace up your hiking boots. A Diagnostic Discovery Review of your bookkeeping is some of that preparation.

We need to know about the good, the bad and ugly of what’s been done before. It’s like taking your car to the shop to check out that little annoying noise that it’s making. I need to identify your needs, what’s been done in the past, and if anything needs fixing.

Any of this sound familiar?

  • My books are all messed up
  • I think (I know) that I’m behind on my bookkeeping
  • I tried doing my own books, and I’m not sure if they’re done right
  • My accountant charged me a ton of money to do my year end because of the state of my books. I don't want to dish out that kind of money again!

What do I get out of this?

Confidence.

Peace of Mind.

A weight off your shoulders

We’ll do an initial QuickReview Diagnostic. Together, we’ll check out over 30 items giving us a look at the state of your books. Depending on those results I may recommend a complete Diagnostic Discovery Review, digging deeper into those 30+ items. Once the review is done and I have a full picture of the situation, you will receive a complete written report. We’ll review it together so that you truly understand what your books are like. I’ll also recommend a plan and provide a price to address any issues.

Relax. This is a judgement free review! (Erasers have pencils for a reason … right?)

At the end, you’ll have:

  • A clear understanding of the shape your books are in
  • A roadmap to a clean set of books
  • Peace of mind
  • Confidence that if there are problems, you'll know what they are and how they can be cleaned up
  • A plan and a price to get your books back in order

What's my investment in this going to be?

The Diagnostic Discovery Review is $395.00 plus HST.

Here’s how to get started.

Let’s book a 30-minute meeting. Have some coffee. Shmooze about your business and your concerns about your books. And then we’ll do the QuickReview Diagnostic together and discuss your next steps.

Sounds like a plan? Then let’s do it!

Now, you can finally feel confident in your books!

Any questions? Email me!  (info©accounting-wizard•com)  

(Oh, and by the way, I do bookkeeping too. Interested in talking about that after we get you sorted out?)

I'm the guy you call when you absolutely, positively hate doing the books.