Diagnostic Accounting Software Review
How Healthy Are Your Books?
Sign up for our Diagnostic Review
What to Expect
Status of accounts
Once receiving access to your file and payment, we will go through your accounts with a fine tooth comb looking for irregularities, inconsistencies and things out of place.
clean-up recommendations
We will document in detail any issues we've flagged while reviewing your books and will provide recommendations on what steps to take to fix these issues and get your books in order.
1:1 Meeting
Finally, we will provide you with the Accounting Software Review report and will discuss with you what we have found. We will also review the next steps to get your books in tip top shape!
Meet THE Expert
Stephanie Blain
Stephanie is a bookkeeper for small businesses with a specialized skillset in e-commerce businesses, and she absolutely loves working with other entrepreneurs. As an entrepreneur herself, she understands the unique challenges and opportunities that come with running a business. Stephanie knows that bookkeeping isn't the most exciting aspect of entrepreneurship, but she also knows just how important it is to keep your financials in order. She enjoys making bookkeeping as painless as possible for her clients.
What I Need
Access to Your QuickBooks File
You will need to grant us access to your current Quickbooks Online file by adding us as an Accountant User. If you do not have a QBO file, have no fear. We can still help! Just opt in and reply to our email letting us know
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Make Payment
After you grant us access to your QBO File, you will need to make payment for the review. Payment can be made via electronic bank payment (ACH), debit or credit card.
Schedule Your 1:1 Meeting
Once you finish the previous steps, you can schedule your 1:1 meeting to receive and review your report from the diagnostic review and discuss specific steps that will be provided on what needs to be done in order to get the books healthy and up to date
What is the status of your numbers? KNOW exactly how your bookkeeping stands with our professional review:
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Phone: 780-887-2404
Website: www.starlightbookkeeping.com
