Clarity, Action, and Control for Your Books
File Health Diagnostic
One-Time QuickBooks Online Diagnostic Assessment
Do you trust your QuickBooks Online reports?
File Health Diagnostic is a one-time assessment of your QuickBooks Online file. It confirms accuracy, structure, and reporting clarity.
You get a clear view of what needs attention and what to do next.
What You Receive
- 15-minute goal alignment call
- Complete diagnostic assessment of yourQuickBooks Online file
- A written summary with findings, potential impact, and next steps
- A 30–45 minute meeting to walk through the results
Scope
Diagnostic only — no transaction entry, cleanup, monthly bookkeeping, or tax filing.
Best Fit
Service-based businesses with at least one month of categorized activity.
Start with a strong foundation.
Most clients begin here. The next step depends on their needs. Schedule an Implementation Workshop to fix priority items. Or continue with Monthly Oversight for accountabili ty.
Options are available for new and returning clients based on the level of support you need.
Have a question or want to learn more?
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