Diagnostic Review and Clean-up and Catch up – Constructive Bookkeeping Solutions

Diagnostic Review,
Cleanup & Catch up

DIAGNOSTIC REVIEW

Before enlisting the bookkeeping services of Constructive Bookkeeping Solutions, we strongly advise considering our paid diagnostic review service. This thorough evaluation of your books provides a precise snapshot of any potential issues we come across.

During this paid diagnostic review, we focus on the following key areas:

Balances and Transactions:

Identifying any unusual or unexpected balances.
Rectifying negative balances that should be positive.
Ensuring proper categorization of transactions.

Asset and Liability Accuracy:

Verifying that assets and liabilities are correctly recorded and not mistaken as expenses.

Accounts Receivables/Payables Analysis:

Reviewing Aging Accounts Receivables/Payables to manage outstanding payments.

Tax Evaluation:

Ensuring accurate recording of sales taxes and payroll taxes.

Personal and Business Finances:

Separating personal income and expenses from business finances.

Bank Reconciliation and Cash Flow:

Addressing uncleared items on bank reconciliations.
Verifying open invoices, bills, and Undeposited Funds balances.

Once the paid diagnostic review is concluded, you will receive a detailed written report encompassing our findings. We will then schedule a Zoom meeting to discuss the identified issues and present possible solutions. In the event that a virtual call is not feasible, we will provide a video presentation of our findings.

Our ultimate goal is to equip you with a comprehensive understanding of your financial situation and offer strategies to address any concerns. This service is a stepping stone towards accurate financial records and informed business decisions. Following the review, we will outline the costs associated with cleanup and ongoing support.

Feel free to share your thoughts, and if an in-depth discussion is needed, we’re here to assist you.

Cleanup & Catch-up

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Lorem ipsum, or lipsum as it is sometimes known, is dummy text used in laying out print, graphic or web designs. The passage is attributed to an unknown typesetter in the 15th century who is thought to have scrambled parts of Cicero’s De Finibus Bonorum et Malorum for use in a type specimen book. It usually begins with: Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.The purpose of lorem ipsum is to create a natural looking block of text (sentence, paragraph, page, etc.) that doesn’t distract from the layout. A practice not without controversy, laying out pages with meaningless filler text can be very useful when the focus is meant to be on design, not content.

Assess the health of your clients QuickBooks Online data.
Diagnose problems and assess the level of cleanup needed.
Identify transactions that need to be brought up to date.
Get a clear scope of work before you ever take on the cleanup.
Offer additional services to your client.

Getting Ready to file taxes or Raise Funds?

Until recently, the prevailing view assumed lorem ipsum was born as a nonsense text.
“It’s not Latin, though it looks like it, and it actually says nothing,”

Diagnostic Review,
Cleanup & Catch up