BOO-KEE DIAGNOSTIC REVIEW

One of the first things we do when taking you on as a new client, is a diagnostic review of your books and take a look at your current internal business processes and procedures.

This review is used to -

✓ give us a clear understanding of the scope of work needed for your business and so that we can provide you with an accurate price for our services.

✓ allows us to identify any possible issues or concerns that we may see in your books and ensures that we both have a clear understanding of the status of your financial records.

✓ allows us to get to know your business in more detail so we can develop and implement best practice processes and procedures which will achieve seamless record keeping.

Once completed, we provide you with a detailed report on our findings and the action steps needed to correct your records and the price of our services.

This extremely valuable service will not only give you peace of mind knowing that a professional has reviewed your books, but it will also benefit your business by saving you time and money with more efficient and speedier processes and procedures.

The price for this service is a once off fee of $499.

If either of us decides not to work together, you will have our detailed report that you can take and use yourself or take to another accounting professional and have them use it. Either way you will have peace of mind knowing exactly what needs to be done to bring your financial records up to date.

However, if we are a BOO-KEE match and you do decide to go ahead with one of our services, we apply this $499 as a credit towards your first invoice.

 

What if you’re a new business, with no data to review?

Well…

If you already have a Xero file set up – you can jump straight into our ‘Care Bookkeeping’ service.

If you don’t yet have a Xero file set up – we will get you started with our ‘Xero Setup’ service.

What if you’re an existing business but not yet using Xero?

We will complete our ‘Xero Conversion’ service and then complete our ‘BOO-KEE Diagnostic Review’

 

READY TO GET STARTED?

 

Take the first step by completing our ‘Let’s get started’ form

 
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