Are your books costing you money?

A Diagnostic Review can reveal the leaks

DIAGNOSTIC REVIEW

Why You Need a Diagnostic Review?

If you’re running a growing trade service company, the numbers have to make sense. Otherwise, you’re flying blind.

📌Let’s be honest—most trade business owners didn’t get into plumbing, HVAC, contracting, or any hands-on service to spend time buried in spreadsheets.

📌You’ve got jobs to manage, crews to keep on track, and customers to serve.

📌But if your books are a mess (or even just

"kind of fine"), it’s costing you.

➡️That’s where a Diagnostic Review comes in.

What Is a Diagnostic Review?

Think of it like a health checkup for your business finances.

📌We take a deep, objective look at your books to see what’s working, what’s not, and what’s downright broken.

📌We’re talking about accuracy, consistency, missing transactions, miscategorized expenses, reconciliations, and all the behind-the-scenes details that directly affect your bottom line.

📌It’s not a band-aid. It’s a blueprint.

➡️You’ll walk away with a clear picture of your financial health, a list of problem areas, and practical next steps to clean things up—whether you fix it yourself or let a pro (hi, that’s me) handle it.

Why a Diagnostic Review Matters for Your Business

Here’s what a Diagnostic Review can help you uncover:

📌Are you actually profitable—or just busy?

📌Are you overpaying in taxes because of bad categorization?

📌Are your reports accurate enough to make smart decisions?

📌Are you ready to bring on help or expand—or are the books hiding a cash flow problem?

➡️Spoiler: Even if your books seem okay, they might be quietly working against you.

THE PAYOFF

  • Clarity – Know exactly where your money is going.

  • Confidence – Make decisions based on clean data.

  • Time – Stop digging through confusing reports and just get the answers.

  • Growth – Get financially ready to hire, scale, or invest without guessing.

    And if things are a hot mess? No shame. That’s exactly what this is for!

NEXT STEPS

  1. Schedule Your Review – We'll hop on a quick call to make sure it’s a good fit.

  2. Send Read-Only Access – I’ll dive into the books and do the heavy lifting.

  3. Get the Results – You’ll receive a full report with findings and recommendations to be used however works best for you and your business.

Ready to See What’s Really

Going On in Your Business?👇🏽

Let’s clean up the confusion and get you back in control of your finances—without making your eyes glaze over.

BENEFITS

  • Stop banging Your Head Against the Wall-

    Ever feel like you're just winging it with your finances? What should take 15 hours takes you 40 or more. A bookkeeper gives you real, solid data so you can make smart, informed decisions confidently.

  • End Tax-Time Panic–

    Avoid that dreaded scramble when tax season rolls around. But also, keep everything tidy and ready to roll, so you can make the most of every year and you're always prepared (and penalty-free!).

  • Better Cash Flow Management–

    Knowing where your money's going and when it’s coming in? Priceless. A bookkeeper helps you stay on top of cash flow so you can keep things running smoothly.

  • Understand Your Business –

    Truly understand the health of your business and the inner financial workings without having to spend countless hours learning about how to understand.

  • Get a Leg up on the Competition –

    Saving money doesn't equal making money. It's more than getting a report, it's diving into all aspects of your business to find the bottlenecks, create solutions, and make change happen.

TESTIMONIES

Rhea Davis

Entrepreneur

"You have a gift for creating order from disorganized finances. I appreciate how you've invested time in understanding the specific needs of our business and customized solutions that made sense and gave us financial clarity."

Pam Martin

Content Creator

"I've known Jamee for several years and the more I get to know her, the more I love her. She gives of her time and energy generously, not afraid of a challenge, and is a blessing and benefit to anyone who has her in their world."

Kenna Nguyen

Think Skill

"Jamee is driven and committed. Her passion for helping others overcome challenges makes her fun to be around. She offered practical wisdom and support when we needed clarity and direction."

Connect With Me

Hi there, I’m Jamee!

I understand how overwhelming numbers can feel—I’ve been there. In fact, that's why I provide exceptional organized, engaging, and headache free bookkeeping services. Watching business owners stress, panic, and generally "hope everything comes together", is grievous.

It's rewarding to see entrepreneurs grow in confidence and profit. So this is my opportunity to help you amplify your business health and deliver the gift of sleeping better at night. With the right plan, you can make smart financial decisions, stay compliant, and master cash flow.

If you’re tired of the financial misery then adding a bookkeeping professional like me to your team is necessary.

While financial transformation isn’t for everyone, if you're ready to take charge, you’re in the right place!

FAQs

My books look fine—do I really need a diagnostic review

They might look fine, but most of the issues I find are below the surface: transactions in the wrong categories, bank accounts not fully reconciled, duplicate entries, or reports that don’t match the actual numbers. These kinds of things quietly eat into your profit and can trigger tax issues or bad business decisions. A diagnostic review brings everything into the light so you’re not running blind.

Will this create more work for me?

Nope. I do the heavy lifting. All I need is read-only access to your accounting file (like QuickBooks Online), and maybe a few clarifying questions along the way. You won’t need to dig through anything unless you want to. The end result is a clear, easy-to-read report—plus a walkthrough so you actually understand what’s going on.

What happens after the review?

You’ll get a full report on the current state of your books and what needs to be cleaned up, fixed, or improved. From there, it’s your choice: you can take the info and handle it yourself, pass it to your current bookkeeper, or I can step in and help fix it. No pressure. No hidden agenda. Just solid financial clarity, on your terms.

What does a bookkeeper actually do?

My friend, think of me like your financial GPS. I track all the money coming in and going out, keep your records neat and tidy, and make sure you’re not missing a beat when it comes to your business finances. You stay in your genius zone, and I’ll make sure your numbers make sense.

Do I really need a bookkeeper if I have QuickBooks?

Listen, QuickBooks is great, but it’s like having a treadmill—you gotta know how to use it to see results! I make sure everything’s entered right, categorized correctly, and looking sharp for tax time. Trust me, your future self will thank you.

How often should my books be updated?

Well, if you like surprises—stick to once a year. But if you wanna sleep better at night, monthly or even weekly is the way to go. Keeping things up-to-date means no nasty “Oops, I forgot about that” moments later.

How can bookkeeping help my business grow?

Oh, in so many ways! When your finances are organized, you actually know where your money’s going. You can spot trends, cut waste, and make smart decisions instead of guessing. It’s like having x-ray vision for your business.

What happens if my books are a mess?

Hey, no judgment here! It’s kinda like that junk drawer at home—just because it’s a mess now doesn’t mean it can’t be sorted. I’ll help clean it up, find what’s missing, and get you back on track.

Is bookkeeping only for tax purposes?

No way! Taxes are just one piece of the puzzle. Good bookkeeping helps you plan for the future, spot growth opportunities, and avoid those "where did all my money go?" moments. It's about running your business smarter, not just paying Uncle Sam..

How much does a bookkeeper cost?

In our effort to provide transparency, we understand that cost is often the first question on your mind—and rightfully so. However, bookkeeping isn’t a one-size-fits-all service. The investment can vary based on several key factors unique to your business, such as:

Business Revenue and Transaction Volume

Account Reconciliation History

Number of Financial Accounts

Payroll Processing

Cleanup Work

Considering all these variables and the different layers within each, ongoing bookkeeping services range from $300 to $1500+ per month, with initial setup or cleanup fees ranging from a few hundred to thousands of dollars, depending on the scope of work. That’s why we schedule a discovery meeting—to dive into the specifics of your business, assess the workload, and create a tailored proposal that aligns with your goals and budget. Our goal is to deliver clarity, value, and peace of mind—starting with an honest, detailed understanding of what your business truly needs. The worst that can happen is you don't like me and my ideas stink, but you'll still be awesome sauce! Schedule today.

PLAN FOR YOUR BUSINESS

📒Monthly Bookkeeping Services

Select the plan that best fits your needs and seamlessly adapts to support your future growth.

Essentials

Starting at $300/mo.

Focus on mastering your tax compliance, and let us handle your financial intricacies and shift your energy back to steering your business towards success.

  • Bookkeeping

Premium

Starting at $ 675/mo.

While you focus on growth and innovation, we’ll ensure your books are meticulously maintained—accurate, organized, and ready to support you.

  • Bookkeeping

  • Financial Reporting (quarterly)

  • Paper Management

Advanced

Starting at $1015/mo.

Harness the full potential of your financials to drive smarter, more strategic decisions.

  • Bookkeeping

  • Financial Reporting (monthly)

  • A/R due + Aged Debt Detail

  • A/P Due +Aged Creditor Detail

  • Payroll

  • 1099 Prep and File

What Else?

Saving money and making money are both beneficial but not the same, reducing expenses doesn't put money in your pocket. Bookkeeping is more than getting a report, it’s deep diving into all aspects of your business to find the problems and turn your business around.