Diagnostic Review Services
Complete review of your financial performance with recommendations for enhanced operations.
Tailored specifically for SaaS startups in their first three years of business. this is a service for startups who are not sure their books are being done right, not sure how to fix them, or how their books should look, given their industry.
We review, assess, and make recommendations.
Technical Analysis so You Can Grow Confidently
✔ We review existing financial data, accounting transactions, books, and processes.
✔ We analyze your business fundamentals
✔ We deliver a report of our findings
✔ We provide recommendations and next steps
You will have a clear picture of your startup’s financial health.
Introducing:
DIAGNOSTIC FINANCIAL REVIEW
We deep dive into your books to provide a clear picture of where you are and what we need to do to achieve your goals.
Let’s talk!
Getting Ready to file taxes or Raise Funds?
If you are getting ready for some financial event, we can perform a deep dive into your books to see what needs to be done and understand what shape your financial data is really in. Our diagnostic financial review includes:
1. Assessments
2. Presentation Of Findings
3. recommendations
“Very effective for our company, overseeing all of our budget planning, forecasting, accounting, and HR matters. Incredibly diligent and easy to work with, and has a wealth of knowledge from decades in the industry.”
— Aaron Platshon, Co-founder and CEO at TapResearch
“A knowledgeable resource that I quickly learned to depend on as we built out financial and accounting systems as the company scaled.”
— Jeff Palmer, President at Kespry Inc. 2014-2019
Where Will Tomorrow Take You?
Fortified Accounting harnesses time-proven, solid analyses so you can understand exactly where your business is today and where tomorrow will lead, enabling better decision-making. Ready to act on our recommendations? We’ll happily step in and perform the recommended next steps and perform ongoing bookkeeping and accounting services to keep you on track.
Here's what happens next:
IT STARTS WITH THE CLICK OF A BUTTON
Step 1.
You’ll schedule a Discovery call, answer the questions and tell us all about your business.
You’ll receive a meeting invitation with a zoom link for our scheduled time.
Step 2.
Once we chat and confirm this is a good fit for you, we’ll send you a contract & invoice for 50%.
The invoice is due upon receipt.
Step 3.
We get to work starting with sending you a list of what documents or access we need to begin our assessment.
Step 4.
We deliver a document and video recording with our findings, and recommendations. We can schedule a video call to discuss findings, recommendations, and next steps.
We Invoice the remaining 50%.
FAQs [FREQUENTLY ASKED QUESTIONS]
1. WHAT DO YOU REVIEW DURING THE DIAGNOSTIC REVIEW?
We have a thorough Diagnostic checklist. The checklist is one we fill out during our review of systems (your QuickBooks accounting file), review of contracts, and other files. We also interview the company principals to understand your overall general policies and procedures around cash, revenue, prepaid expenses, cost of goods/services, operating expenses, payroll, and a few other relevant areas.
2. WHAT is the purpose of A DIAGNOStic review?
We identify problems and document the findings through a summary report and video. • Decide the significance of the findings in a specific client area. • Comment on the findings if appropriate. • Support comments to the client. • Recognize areas needing corrective action. • Document the degree of severity of the problems. • Establish priorities for corrective action. • Develop recommendations.
3. HOW LONG DOES IT TAKE TO PERFORM A DIAGNOSIS?
If we’re given access to all the data we need to perform the Diagnostic Review, we can perform the review and have the results within 10 business days.
4. WHAT DATA DO YOU NEED TO PERFORM A DIAGNOSTIC REVIEW?
We typically need access to your accounting system: a copy of the Quickbooks File or Accountants access to your file. Additionally, we like to have access to a sample of client contracts, vendor contracts, bank reconciliations/and statements, and if you have files in Dropbox, Box or Gdrive, we like you to share access or a copy of a list of documents. We also need to schedule a few meetings with the principal in order to interview them for an understanding of policies and procedures.
5. DO YOU FIX ANYTHING YOU FIND WRONG?
When we perform the Diagnostic Review, we prepare a Diagnostic report where we document the area we reviewed, our findings, what is working and what may need to be reviewed, revised, and/or adjusted. We make our recommendations of the next steps and discuss that with you during a Zoom Video call or in our Diagnostic Report. [click HERE to learn more about our Clean Up services]