Books & reconciliations
We examine account balances, reconciliations, and the integrity of the underlying records.
Financial Diagnostic Review
You know something
is off. You just don’t
know how far it goes.
Before anything gets fixed, someone needs to determine what is actually true. A Financial Diagnostic Review looks underneath your books, filings, and systems to find out what happened, where the gaps are and what needs attention first.
Schedule a financial diagnostic reviewNo judgment. No shame. Just solutions.
Does this sound familiar?
Most owners come to us with a feeling, not a diagnosis.
“QuickBooks says one thing. The bank says another.”
“I’m honestly not sure which tax returns were actually filed.”
“The business is making money, but cash is always tight.”
“Several people touch the accounting, but nobody owns the whole picture.”
“A lender asked for financial statements and I wasn’t confident handing them over.”
“I keep putting this off because I don’t know where to start.”
You are not the first business owner to face this. Complicated does not mean impossible. It means the problem needs to be properly diagnosed.
Why it matters
Guessing is expensive.
When the financial picture is unclear, most owners do one of two things: wait, or start fixing whatever feels most urgent. Waiting lets problems compound. Missed filings accumulate, unreconciled accounts drift further, and major decisions keep getting made from the bank balance.
Fixing the wrong thing first spends time and money without changing the underlying problem.
A diagnostic replaces guessing with a clear picture: what is true, what is at risk, and the order in which things should happen.
The goal is not more activity. It is the right work, in the right order.
What the review covers
A structured look at the whole financial picture.
We diagnose before we prescribe. The review examines the records, filings, and systems behind your business, so the next step is based on facts, not assumptions.
Tax & filing status
We identify filing gaps, unresolved notices, and where the books may not support prior filings.
Systems & process
We look at how financial information moves through the business and where breakdowns occur.
Gaps & risk
We surface missing documentation, unsupported entries, and issues that may require attention.
Prior work findings
We distinguish what can be relied upon from what needs correction, reconstruction, or explanation.
A recommended path forward
We organize the findings into priorities so you understand the appropriate next step.
The process
What happened. Why it happened. What happens next.
01
Start with a free consultation
We begin with the questions, inconsistencies, notices, or unexplained results that brought you here.
02
Share what you have
Provide the available records, reports, filings, access, and background needed for an informed review.
03
Determine what is true
We examine the financial information, trace inconsistencies, and identify material gaps or risks.
04
Walk through the findings
You receive a clear explanation of what we found, why it matters, and what should happen next.
The transformation
From uncertainty to a plan.
Before
“I don’t know what’s right.”
“I don’t know what to fix first.”
“I’m afraid of what we’ll find.”
After
“I understand what happened.”
“I know where I stand.”
“I have a practical path.”
Why RW Financial Services?
Accounting from the
accountant’s chair. Business
from the owner’s chair.
With more than three decades of tax and accounting experience, a corporate accounting background in hotel development and operations, and nearly 30 years as an entrepreneur and real estate investor and developer, Robben brings a perspective that reaches beyond traditional bookkeeping and tax preparation.
Her corporate experience exposed her to the financial reporting, controls, budgeting, systems, and analysis required to support multimillion-dollar operations. Her entrepreneurial experience taught her what those numbers mean when the decision, risk, payroll, opportunity, and responsibility belong to you.
Clear answers. Experienced judgment. No shame.
Is this the right fit?
The diagnostic is built for complicated situations.
A strong fit if…
- You know something is wrong but can’t define the full scope.
- Several years, accounts, entities, or systems are involved.
- Your financial information affects financing, taxes, payroll, or a major decision.
- You want to understand what happened, not just have it patched.
Probably not the right fit if…
- You only need a simple return prepared and nothing else is going on.
- You’re choosing a provider on price alone.
- You’d rather the numbers “work” than be accurate.
- You are unwilling to provide the records needed for a reliable review.
Where this leads
Most relationships with RW Financial
Services begin here.
The diagnostic determines what you actually need, whether that’s restoration, ongoing support, oversight, advisory, or simply a clear plan. Not every business needs every stage. We start where you are.
You are here
Diagnose
Stage 2
Restore
Stage 3
Stabilize
Stage 4
Support
Stage 5
Advise
Stage 6
Grow
Questions
Before you schedule
Is the diagnostic the same as the free consultation?
No. The free 15-minute consultation is a conversation to understand your situation and determine fit. The diagnostic review is a deeper engagement in which Robben examines your actual records.
Should I organize my records first?
No. The purpose of the diagnostic is to understand the condition of the information you have. Bring the available records and the concerns that led you here.
What if the review uncovers bigger problems?
Then you’ll know exactly what they are and the order to address them in, which is far better than discovering them at tax time or in a notice.
Am I committing to ongoing work?
The diagnostic is designed to give you clarity first. Next steps are a separate decision, made once you understand what you need. If additional work is appropriate, the scope and fees are discussed separately
Free consultation
Let’s figure out what’s actually happening.
Bring the questions, records, and uncertainty. In 15 minutes, we will listen to what’s going on and determine whether a Financial Diagnostic Review is the right next step.
- A focused conversation about your situation
- A candid read on whether RW Financial Services is the right fit
- A clear recommendation for what should happen next
Your next step
Schedule your FREE Consultation
Begin with what you know, what you do not know, and what needs to change.
Schedule now