Book Your Paid Diagnostic Review

Get a comprehensive analysis of your bookkeeping situation and a clear roadmap to financial control

What's Included in Your PDR ($500)

Complete Books Review

We analyze your QuickBooks file, bank statements, and financial records

Problem Identification

Pinpoint exactly what's wrong, what's missing, and what needs fixing

Cleanup Scope & Quote

Detailed scope of work and fixed-price quote for cleanup/catch-up

Monthly Service Plan

Custom monthly bookkeeping plan with pricing and timeline

90-Minute Consultation

Live video call to review findings and answer all your questions

Written Report

Comprehensive diagnostic report you can keep and reference

100% Credit Applied: Your $500 PDR fee is fully credited toward your cleanup/catch-up project when you move forward with FulCharBo.

Schedule Your Paid Diagnostic Review

Choose a convenient time for your $500 PDR session

Frequently Asked Questions

How long does the PDR take?

The initial review takes 3-5 business days. Then we schedule a 90-minute consultation to present our findings.

What do I need to provide?

Your QuickBooks file, bank statements for the past 12 months, and any other financial records you have.

Is the $500 refundable?

The PDR fee is non-refundable, but it's 100% credited toward your cleanup project if you proceed with FulCharBo.

What if I'm not in Atlanta?

We serve clients remotely across the Southeast (Atlanta, Nashville, Knoxville, Chattanooga, Huntsville, Birmingham, Destin). Everything is done virtually.