With over 15 years of experience in financial management and accounting, Marcus delivers exceptional expertise in bookkeeping, tax planning, and strategic financial guidance.
As a Certified QuickBooks® ProAdvisor, Marcus specializes in optimizing financial systems that save you time and provide critical insights for better business decisions.
Whether you're a growing startup or an established business facing complex financial challenges, Marcus provides personalized attention and practical solutions that cut through complexity to deliver actionable information.
Our Process: Simple and Effective
Schedule Your Diagnostic
Book your QuickBooks Diagnostic Review online. We'll confirm details and schedule a convenient time for file access.
Comprehensive Review
We thoroughly examine your QuickBooks file, identifying all errors, inconsistencies, and potential financial risks.
Receive Your Report
Get a clear, jargon-free report detailing exactly what needs fixing and why it matters for your business.
Optional Cleanup
Choose to have us fix the issues or handle them yourself. Your diagnostic fee is credited toward cleanup services.
Frequently Asked Questions
What is a QuickBooks Diagnostic Review?
It's a thorough, flat-fee analysis of your QuickBooks file. We identify errors, inconsistencies, and risks, then deliver a clear report outlining exactly what needs to be fixed and why it matters for your business.
This review provides complete visibility into your QuickBooks health, giving you the information you need to make informed decisions about your financial records. Unlike generic bookkeeping services, our diagnostic specifically targets the unique issues in your file.
More Questions Answered
Do I have to commit to a Cleanup Service after the review?
No — there's absolutely no obligation. You can choose to have us fix the issues, handle them yourself using our detailed guidance, or work with another provider of your choice. If you do move forward with our Cleanup Service, your Diagnostic fee is credited toward the cleanup cost.
We believe in empowering you with information first, so you can make the best decision for your business without pressure.
What Makes Us Different
Do you offer ongoing bookkeeping or payroll services?
No. We specialize exclusively in Diagnostics and Cleanup. Our goal is to get your books clean and accurate so you can confidently maintain them or transition them to your preferred accountant or bookkeeper.
Unlike general bookkeeping firms that offer cleanup as a side service, we focus entirely on fixing QuickBooks problems. This specialization means we've seen and solved virtually every QuickBooks issue that exists.
Once your books are clean, you'll have the freedom to maintain them yourself or work with any bookkeeper—but with the confidence that comes from starting with accurate financial records.
Ready to Finally Feel Confident About Your Books?
Stop stressing over messy numbers. Start making decisions backed by accurate, clean data that truly reflects your business's financial reality.