Know Exactly Where Your Books Stand
If you're not sure whether your books are accurate, behind, or a bigger problem than you realized — that's exactly what the Diagnostic Review is designed to find out.
We Inspect First. Then We Recommend.
Most bookkeeping problems aren't just about being behind. They involve reconciliation errors, duplicate transactions, incorrect balances, missing records, or bookkeeping that was never set up correctly in the first place.
Before we recommend a cleanup scope or a monthly package, we need to actually look at what's happening inside your books.
The Diagnostic Review is a professional assessment of your bookkeeping. We go through your QuickBooks file, identify what's accurate, what's not, and what needs to be corrected — then give you clear findings and a recommended next step.
You'll know exactly where things stand before you commit to anything.
What the Diagnostic Review Covers
Every review is tailored to the business, but generally includes an evaluation of:
Reconciliation status across bank and credit card accounts
Transaction categorization accuracy
Account balances and unusual activity
Duplicate or missing transactions
Loan and liability balances
Accounts receivable and accounts payable
Payroll-related bookkeeping entries
Sales tax bookkeeping
Financial reporting accuracy
Chart of accounts structure
Any prior-period issues or historical errors
Overall bookkeeping system and workflow
At the end, you receive a clear summary of findings and a recommended next step — whether that's cleanup, a fresh system setup, or moving directly into ongoing monthly bookkeeping.
Investment: $297
The Diagnostic Review is a standalone professional service. You're not paying for a quote — you're purchasing an assessment of your financial records.
That said, if you move forward with Kirk Business Solutions after the review, the full $297 is credited toward the next step:
If cleanup is needed: The $297 applies toward your cleanup project.
If no cleanup is needed: The $297 applies toward your first month of bookkeeping.
You receive the findings regardless of whether you continue with Kirk Business Solutions.
If cleanup is needed, learn more about our Cleanup & Catch-Up service. If your books are ready for ongoing support, see our Monthly Bookkeeping packages.
Why Not Just Give Me a Price Upfront?
We get this question sometimes, and it's a fair one.
The honest answer is that two businesses can both be twelve months behind and require completely different amounts of work. One might have a single checking account and clean transactions. Another might have multiple accounts, unreconciled months, payroll entries, sales tax problems, and errors going back years.
Giving both businesses the same cleanup quote based only on how far behind they are wouldn't be responsible — and it wouldn't be accurate.
The Diagnostic Review lets us tell you exactly what needs attention, build the right scope of work, and give you a fixed project price based on the actual condition of your books — not a guess.
This Is a Good Fit If You:
Aren't sure whether your books are accurate or current
Have been told your books need cleanup but don't know the extent
Recently lost a bookkeeper and don't know what was completed
Have books that were set up by someone else and want them reviewed
Want to move into monthly bookkeeping but need a clean starting point
Simply want to know where things stand before making a decision
Ready to Find Out Where Things Stand?
The first step is a consultation call. We'll talk through your current situation, answer any questions you have about the review process, and make sure it's the right fit before you commit.