PREVIEW — Details confirmed by Rosa Amaya on Oct 24, 2026. Business phone and email are being finalized and will be added here before launch.

Book a Bookkeeping Diagnostic

Before anyone can honestly quote your bookkeeping, they have to look at your books. The diagnostic is that look: a written review of where your books stand, what they need, and one fixed price to handle it — delivered in 3–5 days.

Schedule your diagnostic

What the diagnostic covers

$250–$500, credited toward onboarding if you proceed. Priced by the size of the review, confirmed before we start — never hourly, never open-ended.

Where your books actually stand

  • The last month that fully reconciled — and everything since
  • Unreconciled accounts, duplicates, and stale uncleared items
  • Loan and credit-card balances that don't tie to statements
  • Chart-of-accounts problems that distort your reports

What you receive

  • A written findings summary, in plain English
  • A fixed quote for cleanup (if needed) and monthly service
  • The exact package we'd recommend — and why
  • No obligation to proceed, and no pressure either way

How it works

1

Schedule

Pick a time for a short call about your business and your books. Consultations are available in English and Spanish.

2

Secure access

You invite us into QuickBooks Online and share statements through secure, invitation-based access. We never ask for your passwords.

3

The review

We examine your books over 3–5 days and document everything we find — good, bad, and missing.

4

Findings & fixed quote

You get the written summary and one fixed price. If you proceed, your diagnostic fee is credited toward onboarding.

Schedule your diagnostic

Online scheduling is being connected

Our booking calendar is being set up right now. In the meantime, consultations are arranged personally — reach out through any R&S Financials channel and we reply within one business day to set your time.

While you wait: get the free Monthly Close Checklist

Before you book

Why is the diagnostic paid?

Because a real review takes real hours, and a free "quote" without looking is a guess dressed as a number. The fee is credited toward onboarding when you proceed, so clients who move forward pay nothing extra for it.

What if my books are a complete mess?

Then the diagnostic matters more, not less. Messy books are most of what we see — you'll get the truth about how big the cleanup is and one fixed price for it.

Am I locked in if I book?

No. The diagnostic ends with a written summary and a quote. Working with us after that is entirely your call.