LEDGILITY FINANCIAL RESET DIAGNOSTIC
Know What Needs to Be Fixed — And What It Will Take
Diagnostic fee: $250 • 100% credited toward your Financial Reset if you move forward
How the Diagnostic Works
THE PROCESS
01 — SECURE INTAKE
Tell us what’s going on.
After purchase, you’ll receive access to Ledgility’s secure client portal, complete a short intake, and provide the records needed for review.
May include: accounting-system access • current P&L and balance sheet • bank and credit-card statements • loan information • other relevant records
02 — REVIEW THE ACTUAL BOOKS
This is where the real diagnosis begins.
We identify significant cleanup, reconciliation, balance-sheet, reporting, and process issues in the records provided.
May include: reconciliations • balance-sheet accuracy • A/R and A/P • payroll and tax liabilities • loans • unusual activity • P&L and balance-sheet reliability • reporting quality
03 — BUILD THE RESET PLAN
You’ll know what needs to be fixed and why.
Ledgility defines the recommended Financial Reset scope based on what the review reveals.
Includes: major issues • corrections or rebuilds • periods and areas included • missing records • recommended approach • expected timing
04 — FIXED-FEE PROPOSAL
No guessing before anyone has looked at the books.
You receive a recommended scope and fixed-fee proposal. You decide whether to move forward.
If you do, your full $250 Diagnostic fee is applied as a credit toward the Financial Reset project.
YOUR DELIVERABLE
You Leave With More Than an Opinion.
Financial Condition Assessment — A professional review of the major accounting and financial-reporting issues identified from the records provided.
Key Findings — A concise summary of the most important problems, inconsistencies, and areas requiring attention.
Financial Reset Scope — A defined plan describing what Ledgility recommends correcting, reconciling, rebuilding, or improving.
Project Timeline — An estimated timeline based on the identified scope and client responsiveness.
Fixed-Fee Proposal — A clear project fee for completing the recommended Financial Reset.
Diagnostic Fee Credit — If you proceed with the Financial Reset, the entire $250 Diagnostic fee is credited toward the project.
Know What the Problem Is Before You Commit to Fixing It.
LEDGILITY
FINANCIAL RESET DIAGNOSTIC
OVERALL CONDITION
Significant Financial Reset
KEY FINDINGS
• Multiple unreconciled periods • Balance-sheet discrepancies identified • Reporting gaps noted
RECOMMENDED SCOPE
Accounting cleanup + reconciliation + reporting rebuild
ESTIMATED TIMELINE & COST
3–4 weeks; Estimated: $X,XXX
Illustrative example only
What the Diagnostic Is — and Isn’t
IT IS
A review of the records provided • A structured assessment of major issues • A recommended Financial Reset scope • An estimated project timeline • A fixed-fee proposal
IT IS NOT
An audit or assurance engagement • A tax return or tax opinion • A full accounting cleanup • A guarantee that every possible accounting issue will be identified during the Diagnostic
The Financial Reset Diagnostic replaces guesswork with a clear scope, timeline, and price for getting your financial foundation back in shape.
$250 Diagnostic Fee. 100% credited toward your Financial Reset if you move forward.
Secure checkout • No obligation to proceed with the full Financial Reset
LEDGILITY