The In-Depth Diagnostic Review.
Before we talk about anything ongoing, we go inside your actual QuickBooks and tell you the truth about your books: what’s right, what’s wrong, and exactly what it would take to fix it. You get it all in writing, plus a video walkthrough. It’s the honest way to see how we work before you commit to a thing.
$497 · one-time · credited to your first month
This is stage two of the client journey: the first real look inside your books.
We go past the statements, into the account.
Most reviews skim your financial statements and stop. We go inside QuickBooks and look at how things are actually set up, categorized, and recorded, because that’s where the real problems hide.
Financial statement review
We examine your P&L, balance sheet, and transaction history for accuracy, inconsistencies, and anything that could cost you at tax time.
Deep dive into your QuickBooks
We go beyond the surface numbers and look at how your account is really set up, categorized, and reconciled, down to the details.
Written findings report
A document detailing every issue found, every correction needed, and exactly where your books stand right now. Yours to keep.
Personal Loom video walkthrough
We record ourselves walking through your actual review, so you can see what we found, hear our reasoning, and pause or rewind any time.
This is for you if…
- ✓ You’re not sure your books are accurate, and you’d rather know than guess.
- ✓ You’re doing the books yourself and suspect things aren’t quite right.
- ✓ You’re thinking about switching bookkeepers and want a real second opinion first.
- ✓ You’re considering working with us and want to see how we think before you commit.
Simple, and low-risk on purpose.
1. Get started
Buy the review, or book a quick call first if you’d rather talk. You give us read-only access to your QuickBooks. We never move or change anything.
2. We dig in
Two licensed CPAs review your actual account, document every finding, and record a personal video walkthrough of what we found and why it matters.
3. You decide
You get the written report, the video, and a follow-up call for questions. Sign on for monthly bookkeeping only if it makes sense. The diagnostic stands alone. If the finding is that your books need a cleanup, the quote for that comes with the report.
- ✓ Credited toward your first month. Sign on for monthly bookkeeping and the full $497 applies, so it costs you nothing net.
- ✓ 30-day money-back guarantee. If the report isn’t worth every penny, full refund, no questions asked.
- ✓ No commitment required. The diagnostic stands on its own. Continue only if it’s right for you.
One-time fee · credited to your first month
Find out what shape your books are really in.
$497
Buy the Diagnostic Review · $497 I’d rather talk first: a free 30-minute call
Questions first? See how pricing works, book a free call, or email brooks@smokymountaincpas.com.
Tell us where your books stand. We’ll reach out.
No purchase, no scheduling. Write a few lines about your business and what feels off, and Brooks or Caroline will get back to you personally.