If you are unsure of the state of your financial books and don’t even know where to begin, we can help! We take a high level, in-depth look of everything going on inside your books and provide you with an overview of what needs to be fixed. Read more information below.
Diagnostic Review, What It Is And How It Helps:
Who needs a diagnostic review – Do you have messy books? Have you not been in your books in a long time and don’t know where to even begin? Do you have no clue as to what the state of your books are? Is your tax preparer is refusing the file taxes until you get it all straightened out but you don’t know where to begin? Do you have financial reports that make no sense? We can help!
What a diagnostic review is – Have you ever gone to a dentist with a major issue with your tooth and you don’t know what’s going on? The dentist gives you a visual evaluation and then takes an x-ray of the tooth to assess and diagnose the problem. A diagnostic review is the same thing but for your financial books. We take a high-level, in-depth look inside to see what’s going on in your financials so we can assess what the issue is, diagnose the problem, and fix it!
How a diagnostic review can help – In order for a small business to file taxes, apply for a loan, take on a financial investor, make decisions to grow the business, make decisions to cut back on expenses, forecast for short-term and long-term goals, take on more employees, sell the business, etc., they need to have accurate financials. If a business has messy books then it is nearly impossible to move forward and make good decisions without having the correct financial information. Additionally, a diagnostic review can help identify whether or not you’ve been categorizing transactions properly so you can take the most deductions possible that will decrease your tax liability.
When is the right time to get a diagnostic review – Now! Don’t hesitate on getting your messy books in-order. There are major consequences that could happen if you continue to work with messy books. Maybe you won’t be able to file taxes on time and you’ll receive a massive fine from the IRS, maybe an investor wants to invest in your business but won’t proceed unless you have clean books, maybe you need to get a loan to purchase something that will help propel your business into making more revenue, maybe you want to hire more staff but need to make sure you have the cash flow to do it, the possibilities are endless. Don’t hesitate on getting your books on track today so you can start progressing toward your goals.
Contact Us today so we can discuss further all the ways we can help you and your business.
