Uncover What’s Really Going On in Your Books
Diagnostic Review
If you’ve been second-guessing your numbers, this is your chance to get a clear, expert review
and find out what’s working, what’s not, and what to do next.
How We’ll Support You
Get the Truth About Your Books So You Can Move Forward Confidently
This one-time diagnostic gives you a clear, professional review of your current bookkeeping system and a Findings Report that outlines exactly what needs attention. You’ll walk away with accurate, actionable insights and the clarity to choose your next move with confidence.
No guesswork. No jargon. Just the insight you need to move forward with confidence.
“I created this diagnostic for founders who want to understand what’s really happening in their numbers without overwhelm, confusion, or pressure.”
Molly Roberts
Founder
Inside the Bookkeeping Diagnostic
Here’s What You’ll Experience
This diagnostic gives you more than a list of errors. It’s a clear, actionable roadmap so you know exactly what needs attention and how to move forward.
Comprehensive Review
We comb through your bookkeeping system to identify issues, gaps, and what needs fixing all in plain language.
Custom Findings Report
A detailed, plain-language report that outlines the current state of your books, highlights key issues and opportunities, and provides clear recommendations to get your finances accurate, organized, and ready for growth.
Scope + Next Steps
We provide a detailed scope of the cleanup work along with a tailored proposal, giving you a clear path forward and full confidence in the next steps.
Inspire, Create, Succeed
A Strategic First Move for Thoughtful Leaders
You’re here to lead your business with financial clarity and confidence. This diagnostic review is for founders who want to understand the full picture before making a move. It’s about strategy, not rushed decisions.
- You’re growing and need books that keep up
- You rely on data and want to trust it
- You’ve inherited or DIYed your books, and need a professional look
- You want clarity before committing to cleanup
- You’re ready to lead with accurate insight
general question
Frequently Asked Question
These are the most common things clients ask before booking their Bookkeeping Diagnostic. If you’re wondering the same, you’re in the right place.
You’ll receive a clear, professional review of your current bookkeeping system. This includes a Findings Report that outlines what’s working, what’s not, and what needs attention. We will flag missing reconciliations, misclassified transactions, and any setup issues, plus share specific recommendations to move forward.
Yes. If cleanup is needed, your Findings Report will include a clear scope of work and a personalized quote. You’ll know exactly what it will take to get your books back on track, with no pressure to commit.
Once we have access to your accounting software, the review typically takes 7 to 10 business days. After that, you’ll receive your Findings Report so you can review your results and consider next steps.
That’s exactly why this service exists. We’ve worked with many business owners in the same position, and approach every diagnostic with calm, clarity, and zero judgment. The goal is to bring structure to the chaos and help you move forward with confidence.
Yes. We use secure, encrypted tools to access and review your bookkeeping platform. Your financial data is handled with strict confidentiality and care every step of the way.
testimonial
Clients love the ease and simplicity
Molly is a dream. She takes care of all my bookkeeping needs without me having to lift a finger. I can focus on what I love doing and Molly takes care of the rest. She is a total pro and a delight to work with!
Ready to Feel Clear and Confident About Your Books?
Let’s review what’s really going on and outline your next steps — no pressure, just a path forward.