FAQ
What is the File Health Diagnostic?
A one-time review of your QuickBooks Online file that:
- Identifies errors and why they matter
- Gives a prioritized action plan
This is not a cleanup or ongoing bookkeeping service.
Who is the File Health Diagnostic for?
- Service-based business owners
- Files with at least 1 month of categorized transactions
- Owners who want accuracy and clarity
Do I have to start the File Health Diagnostic?
Yes. It gives you a clear picture of your bookkeeping so your next steps are strategic and effective.
What happens after the diagnostic?
You get a detailed report with:
- Issues & risks
- Recommended next steps
Then you can:
- Fix issues yourself
- Schedule an Implementation Workshop
- Move into Monthly Oversight or Quarterly Checkpoint
Ready to see what your QuickBooks Online file needs?
What is an Implementation Workshop?
- 60-minute guided screen-share session
- Bring questions, walk through fixes
- Learn to prevent future mistakes
You can schedule a workshop after your File Health Diagnostic confirms your file is ready.
How do I get started?
- Complete the intake form
- I review your responses
- If we’re a good fit, I send your 15-minute Goal Alignment meeting link