A QuickBooks/Xero diagnosis in 5 days: what's wrong, what it costs, the cleanup quote. Then an optional monthly close retainer that keeps the books investor- and CPA-ready. The diagnosis is free. The cleanup is where the work happens.
This is a real RefoundMoney diagnosis (anonymized). Every break: the error, its age, and the dollar effect — the quote follows from the list, and the list is yours to keep either way.
Every packet contains:
| Duplicate vendor entries — 3 yrs of drift | None |
| BANK FEES — UNRECONCILED SINCE JAN↳ RULES NEVER UPDATED — $12–31/MO DRIFTING | 287.00 |
| Undeposited funds — negative balance | None |
| NEGATIVE A/R — 14 INVOICES↳ PAYMENTS APPLIED WRONG — A/R AND BANK DISAGREE | 4,118.00 |
| Dead rules — 22 auto-categorizations | None |
| PAYROLL MAPPING — TWO PAYERS, ONE SETUP↳ SETUP SPLIT A PAYROLL ACROSS TWO GUESSED ACCOUNTS | — |
| BREAKS FOUND | None |
| CLEANUP SCOPE — CLASS C↳ Medium: two days of work, flat-quoted | |
| ↳ CLEANUP QUOTE↳ 1,190.00 |
Your QuickBooks/Xero file (accountant-style export). That's the whole ask.
Breaks, ages, dollar effects — line by line, human-verified.
Flat cleanup quote. Take it or keep the diagnosis — either way it's yours.