Progressive Ideals LLC

Diagnostic & Cleanup Bookkeeping Service

Be Clear With The Numbers - Without The Guesswork

If you are unsure whether your QuickBooks Online file is accurate, behind or quietly causing issues, this service helps you get clear, clean financials in a structured, judgement-free way.

Common Signs Your Books Need Attention

  • Numbers in QuickBooks don't match your bank activity

  • Accounts aren't reconciling or haven't been reviewed in months

  • Undeposited funds or negative balances keep appearing

  • You're preparing for taxes, funding or financial decisions and need to be confident

How The Process Works

Step 1: Financial Diagnostic Review

A paid stand-alone review of your QuickBooks Online file to assess accuracy and identify issues. The diagnostic may include:

  • Review of profit and loss & balance sheet

  • Reconciliation to the most recent tax return (U.S. Entities)

  • Review of undeposited funds, receivables, payables,

You'll know exactly where your books stand and whether cleanup is needed.

Cleanup Bookkeeping Services

Step 2: Cleanup Services

Cleanup services are customized based on diagnostic findings and focus on correcting errors, reconciling accounts, and restoring accuracy in your QuickBooks Online file.

Pricing

Diagnostic Review

Pricing is based on annual business revenue:

  • Up to $500,000: $450.00

  • $500,000-$1,000,000: $600.00

  • Over $1,000,000: $850.00

The Diagnostic Review is a paid, stand-alone service

Cleanup pricing is customized and based on:

  • Annual business revenue

  • The number of months requiring cleanup

  • The overall condition and complexity of the QuickBooks file

Cleanup services are quoted after the diagnostic review, once scope and effort are clearly defined.

Who This Is For

This service is ideal for business owners who want:

  • Accurate, reliable financial records

  • Clean QuickBooks Online files before taxes or funding

  • Clarity and confidence in their numbers

Next Steps

Start with a diagnostic review to understand the current state of your books and determine whether cleanup services are needed.

Important Information

This site is provided for informational purposes only and is not intended as tax, legal, or financial advice. Bookkeeping services are limited to the review and correction of accounting records based on information provided by the client. No guarantees are made regarding financial outcomes, funding approval, tax results, or business performance. Clients are encouraged to consult with their licensed tax, legal, financial advisors regarding their specific circumstances.

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