Real People. Neighborly Vibe. Bookkeeping that feels close to home.
At Bookkeepers Lane, we know running a business is already enough work—you shouldn’t have to wrestle with messy books on top of it. That’s why we begin every relationship with a Diagnostic Review. This review gives you a clear picture of your books, identifies risks, and outlines the steps needed to move forward with confidence.
Diagnostic Review – $547
Your review includes:
- Setup of a QBO test file (if needed)
- Custom diagnostic report with automated + manual findings
- Tie-out to prior tax return for accuracy check
- Reconciliation and categorization review
- Profit & Loss and Balance Sheet health check
- Identification of compliance issues and red flags
- Cleanup roadmap with estimated time and costs
- Written report designed to be CPA- and lender-ready
And here’s the best part: If you move forward with cleanup or ongoing bookkeeping within 30 days of receiving your review, the full $547 is applied as a credit toward your services.
Our Diagnostic Guarantee
We want your first step with us to feel like an investment, not a gamble. That’s why your Diagnostic Review is fully protected:
- If for any reason you feel it didn’t bring clarity and actionable insights, you have 7 days after delivery to request a full refund.
- If you’re ready to move forward, you have 30 days to apply the full $547 as credit toward cleanup or ongoing bookkeeping.
Either way, your investment is safeguarded—and your numbers give you the confidence you deserve.
What Happens Next
- Fill out our secure Diagnostic Review intake form.
- We’ll confirm we have all the documentation we need to get started. (You won’t be charged until everything is in place.)
- We’ll run your review.
- You’ll receive a written report and cleanup roadmap.
- You decide whether to proceed with cleanup and/or ongoing bookkeeping.