Understand the condition of your financial records, identify bookkeeping and reporting gaps, and get a practical roadmap for bringing your books into better order.
A paid diagnostic advisory service • Implementation available separately
Transactions have piled up, and you are unsure where your catch-up work should begin.
Statements, receipts, and supporting documents are scattered across multiple locations.
You are unsure whether bank and credit card accounts have been reconciled consistently.
Your financial reports are incomplete, confusing, or do not seem to reflect your business.
Personal and business transactions are mixed together, making your books harder to understand.
You need to understand what requires attention before committing to cleanup services.
WHO THIS IS FOR
Get a clearer understanding of your records and bookkeeping needs before investing in catch-up, cleanup, or ongoing support.
Seeking more organized records and a clearer view of their bookkeeping needs.
Reviewing behind, inconsistent, or poorly maintained books.
Preparing their financial processes and reporting for the next stage.
Record organization, document availability, and visible information gaps.
Transaction recording practices, categories, and reconciliation status.
Your bookkeeping setup, account organization, and financial workflows.
Available reports, apparent inconsistencies, and usefulness for decision-making.
The engagement defines the business entity, record period, accounts, and materials reviewed. This diagnostic advisory service does not include transaction corrections, reconciliations, bookkeeping cleanup, tax preparation, or an independent financial statement audit, review, or other assurance engagement.
Implementation services are quoted separately.
Complete your assessment purchase.
Provide the requested information and materials.
Discuss your concerns while we review the agreed records and processes.
Get your findings and recommended next steps.
INVESTMENT & DELIVERY
One-time diagnostic advisory engagement
Consultation • Findings Report
Priority recommendations • Action roadmap
Full payment is required at the time of purchase. Your customized findings report and action roadmap will be delivered within 10–25 business days after we receive your completed intake form, all requested materials and any required access, and you complete your audit consultation.
Missing information or delays in receiving requested materials may extend delivery timeline. Implementation services are quoted separately.
AFTER YOUR AUDIT
Get a clearer picture of your operational needs before investing in new tools or implementation.
Use your findings and roadmap to guide your financial organization and cleanup priorities.
Request a separately scoped proposal for catch-up bookkeeping, financial cleanup, accounting support, or ongoing bookkeeping.
Continue with ZATEGIC and receive a credit of up to 50% of your paid audit fee toward eligible implementation services arising from your report. The credit amount depends on the scope and value of your implementation engagement and will be stated in your proposal before you commit.
To qualify, sign your implementation agreement and pay the required deposit within 30 calendar days of receiving your final findings report. Your proposal will identify the eligible services and exact credit before you commit.
The credit applies once to the same business’ implementation engagement. It has no cash value and excludes government fees, software, subscriptions, third-party charges, and ongoing recurring services.
This service evaluates the agreed records and processes and provides a cleanup roadmap. Transaction corrections, reconciliations, and cleanup work require a separate engagement.
Depending on scope, we may request financial reports, bank and credit card statements, reconciliation reports, and information about your accounting system. Your intake instructions specify what is needed.
Follow the access instructions provided for your audit.
The engagement covers only the entity, accounts, record period, and materials specified in the agreed scope.
Delivery is within 10–25 business days after completed intake, all requested materials and required access are received, and your consultation is complete. Delays in receiving information may extend delivery.
This is a diagnostic advisory evaluation of financial organization and cleanup needs. It does not provide an audit opinion, assurance, certification, or verification of financial statement accuracy.
Yes. Implementation and ongoing support can be proposed through a separate engagement.
Understand what needs attention—and move forward with a financial cleanup roadmap.
Not sure which service fits your needs?
Start Your Strategic Assessment.
