Paid Bookkeeping diagnostic Review & Roadmap
A deeper look at your books before cleanup, buildout, or ongoing bookkeeping support begins.
What is the Paid Diagnostic Review & Roadmap
Before we recommend cleanup, a system buildout, or ongoing bookkeeping support, we need to understand what is really happening inside your books.
The Paid Diagnostic Review & Roadmap gives us a clear picture of your current bookkeeping setup, accounting system, workflows, and areas that may need cleanup, correction, or better organization before moving forward.
This step helps us recommend the right next step with clear pricing, instead of guessing from a quick conversation.
Your books may be tax-ready, but that does not always mean they are clean, accurate, or easy to use for business decisions.
This review helps identify where things may be breaking down, including income, expenses, reconciliations, categories, payment processors, payroll or sales tax activity, reporting issues, and bookkeeping workflow gaps.
The goal is not to overwhelm you. The goal is to give you clarity around where things stand and what needs to happen next.
Accounting System Review
A review of your current bookkeeping setup, chart of accounts, account balances, undeposited funds, reconciliations, and reporting structure.
Workflow & Process Review
A look at how transactions, income, expenses, payment processors, software, and bookkeeping habits are currently flowing through the business.
Findings & Recommendations
A written summary of what we found, what needs attention, and what we recommend before moving forward.
Cleanup Roadmap, If Needed
A clear outline of the areas that may need to be cleaned up, corrected, or aligned before bookkeeping cleanup, a system buildout, or ongoing bookkeeping support begins.
Next-Step Pricing
Exact pricing for recommended next steps, such as cleanup, Blueprint buildout, or ongoing bookkeeping support.
This review is designed to identify issues and recommend next steps. It does not include completing cleanup work, rebuilding your bookkeeping system, creating full SOPs or process documentation, or providing ongoing bookkeeping support.
The Paid Diagnostic Review & Roadmap is $500.
If you move forward with Crafty Books & Budgets, the $500 review fee is credited toward your bookkeeping cleanup project or Blueprint buildout.
This review allows us to provide clear recommendations and exact pricing before any larger project or ongoing service begins.
This review is best for self-employed business owners who:
- Are not sure if their books are clean or accurate
- Need cleanup before ongoing bookkeeping can begin
- Want help understanding what is happening inside their QuickBooks or bookkeeping system
- Are considering the Financial Systems Blueprint & Support Plan
- Want clear next steps before committing to a larger project or service
Not Sure Where To Start?
That’s okay. Let’s take a look at where things stand and figure out the right next step together.
Sometimes the hardest part is simply knowing where to begin.
Simple Systems. Sensible Numbers. Smarter Decisions