Unlock the Full Potential of QuickBooks Online

At Bookkeeping by Prismatic Jess, we know how important it is to keep your finances in check. That’s why our Diagnostic Review is designed to save you both time and money. For a small investment, you’ll receive a comprehensive report that covers:

• Key findings and areas for improvement
• Issues that need correction
• Workflow bottlenecks that could be streamlined with some training
• Tailored recommendations for a smoother financial process
  
  

We believe in personalized service, so Jessica doesn’t provide quotes or pricing on the spot. This review is essential to understand your unique needs, define the scope of work, and ensure we price the engagement accurately. Investing in a thorough diagnostic review will set the foundation for smarter, more efficient bookkeeping.

What Is a QuickBooks Online Diagnostic Review?

A QuickBooks Online Diagnostic Review is a comprehensive assessment of your bookkeeping system to identify errors, inefficiencies, and areas for improvement.

Jessica will review key aspects of your QuickBooks account, including:

• Chart of Accounts – Are your accounts properly structured for your business needs?
• Transaction Classification – Are income and expenses being recorded correctly?
• Bank and Credit Card Reconciliations – Are all transactions accounted for?
• Accounts Payable and Accounts Receivable – Are unpaid invoices and vendor payments correctly tracked?
• Payroll and Sales Tax Reconciliation – Are tax liabilities accurate and up to date?
• Third-Party App Integrations – Are all applications syncing correctly with QuickBooks?
  
  

After the review, Jessica will provide a detailed report highlighting errors, inefficiencies, and recommended fixes to ensure your QuickBooks Online account is functioning optimally.

Why Do You Need a QuickBooks Online Diagnostic Review?

If you are experiencing any of the following issues, a diagnostic review is essential:

• Your books feel disorganized or incomplete
• Your reports do not make sense, or numbers are not adding up
• You are behind on reconciliations
• Your accounts payable or receivable do not match your actual invoices
• You have noticed duplicate or missing transactions
• Your CPA or tax preparer has flagged inconsistencies
  
  

Even if your books seem in good shape, an expert review can provide peace of mind and uncover hidden issues before they become major financial obstacles.

How a QuickBooks Diagnostic Review Saves You Time and Money

Prevents Costly Tax Mistakes

Errors in sales tax reconciliation, payroll records, or expense categorization can lead to IRS audits, penalties, and unnecessary tax liabilities. Jessica ensures that everything is compliant and properly recorded.

Improves Financial Decision-Making

If your Profit & Loss and Balance Sheet reports do not accurately reflect your financial health, you could be making business decisions based on incorrect data. Jessica helps clean up reports so that you can make informed financial choices.

Increases Efficiency and Organization

Many businesses struggle with duplicate transactions, misclassified expenses, or missing bank reconciliations. Jessica’s review ensures your QuickBooks Online setup is optimized for efficiency, saving time and reducing frustration.

Prepares You for Tax Season

Having clean, accurate books makes tax filing more efficient and less stressful. Jessica can also coordinate with your CPA or tax preparer to streamline the process.

What Happens After the QuickBooks Online Diagnostic Review?

After the review, Jessica will provide an action plan with recommendations for:

• Fixing errors and cleaning up records
• Properly categorizing income and expenses
• Improving reconciliation processes
• Setting up automation and integrations for efficiency
• Ongoing bookkeeping solutions to keep your finances in order
  
  

You can choose to implement the fixes yourself or work with Jessica for professional bookkeeping support.

How to Book Your QuickBooks Online Diagnostic Review

Take control of your finances today by scheduling a QuickBooks Online Diagnostic Review with Jessica Croft. This essential service helps businesses of all sizes maintain clean, accurate, and organized financial records.

Do not wait for errors to become financial headaches. Book your diagnostic review today and gain confidence in your bookkeeping.