What's included

• ⚙️ System Snapshot

  A breakdown of current bookkeeping structure, software setup, compliance status, and pain points—clarity on where things stand.

• 🔍 Diagnostic Findings

  Highlight gaps, errors, misclassifications, outdated processes, or missing documentation. Think of this as a mini-audit minus the anxiety.

• 📂 Recommendations Roadmap

  What needs to be fixed? What can be optimized? What systems should be implemented or refined? I will deliver your road map in clear language—without bogging you down with accounting jargon.

• 🧭 Next-Step Pathways

  Scenarios for how we can move forward together or how you can manage the next steps internally; includes timeline estimates, scope insights, and service options.