Trustur AI
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Trustur AI
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Done for you in 10 minutes.
A comprehensive diagnostic report assessing your small business's bookkeeping, cash flow, and financial systems. You walk away with a tailored checklist and actionable steps to clean up your accounts and optimize your financial health.
10 minutes · Get one month for $19.99 · Already have an account? Sign in ›
Running a business is a labor of love, but it is easy for your books to fall behind while you focus on daily operations. A Bookkeeping and Financial Health Diagnostic Report is a comprehensive checkup of your company's financial systems, designed to identify hidden errors, cash flow leaks, and messy accounts. You typically need this diagnostic when you are prepping for tax season, getting ready to apply for a business loan, planning to scale, or simply feeling overwhelmed by your current accounting setup. A great diagnostic report goes far beyond pointing out mismatched receipts. It acts as an objective, expert translation of your balance sheets, delivering a clear picture of where your cash flow stands today. The best reports provide you with a highly structured, prioritized cleanup checklist and a set of immediately actionable steps, giving you the confidence and clarity you need to regain total control over your business's financial future.
A comprehensive diagnostic report typically takes three to five business days to compile once your bookkeeping software access is connected. This timeframe allows for a deep dive into your transaction history, account reconciliations, and tax mapping.
Yes, this report is specifically designed to flag tax liabilities, misclassified expenses, and reconciliation discrepancies. By resolving these issues using the checklist, you will hand over clean, audit-ready books to your CPA, saving you money on tax preparation fees.
No, you do not need to clean anything up beforehand, as the primary purpose of this diagnostic is to identify the exact errors that need fixing. Sharing your accounts in their current, untouched state ensures you receive an accurate roadmap for the cleanup process.
You will need to provide read-only access to your accounting software like QuickBooks or Xero, along with your recent bank, credit card, and loan statements. If applicable, sharing your previous year's tax return helps verify that your opening balances match.
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