The First Step to clear answers.
When something feels off in your books, guessing costs time, money, and confidence. The Diagnostic Overview gives you a clear, professional assessment of what’s wrong, what’s risky, and what it will take to fix it before small issues become big ones.
How Engagement Begins
During our 60 minute zoom session, we review your current financial reports, assess visible gaps between your books and bank statements, identify structural inconsistencies, and determine whether deeper assessment is required.
For CPA referrals or businesses already aware that significant cleanup is required, we may proceed directly to a Full Financial Assessment following a brief access call.
In all cases, assessment comes before repair.
Full Financial Assessment
What We Review
If deeper structural issues are present, a Full Financial Assessment is conducted independently. We’re looking for:
- Balance Sheet accuracy — reconciliations, unsupported balances, and red flags
- Bank & credit card activity — unreconciled or miscategorized transactions
- Payroll mapping — wages, liabilities, and expense alignment
- Loans and long-term liabilities
- Undeposited funds and clearing accounts
- Owner equity balances
- Structural inconsistencies affecting reporting accuracy
Before we talk about fixing anything, we verify what’s accurate and what needs attention. Assessment determines scope. Repair is addressed separately.
What You Receive
You receive a written findings report outlining reconciliation gaps, risk exposure areas, and Identified areas requiring correction. We then meet to review the findings together so you clearly understand what is accurate, what is not, and what it will take to restore integrity.
This assessment stands on its own, whether you move forward with Quistone or not.
What Happens Next
After the review meeting, you may choose to proceed with stabilization services, transition to ongoing bookkeeping support, or use the findings independently.
If stabilization is recommended, a separate proposal outlining scope and timeline will be provided.
Investment
Engagement begins with a paid Diagnostic Overview.
If a Full Financial Assessment is recommended, pricing is based on account volume and complexity and confirmed before work begins. Your session investment is credited toward that engagement.
Businesses with one primary checking account and fewer than three combined credit card or loan accounts typically begin at $250.
No surprises.
If you’re ready for clear answers, this is the right place to start.