When to use a diagnostic
Use a diagnostic when the business has activity but the books are not giving leadership a clear answer. Common signals include cash pressure despite sales, inventory reports that do not tie to the books, stale reconciliations, month-end close delays, or tax-readiness questions that keep resurfacing.
What Kind Ledger reviews first
The diagnostic reviews available records for cash movement, close consistency, inventory and COGS support, POS/bank/QBO or GL tie-outs, and questions that should be coordinated with the operator’s CPA, tax attorney, or legal advisor.
What you get back
You receive documented findings and a prioritized fix-first roadmap explaining what appears off, why it matters, and what to address first. Dollar-impact estimates are included only where the available records support them, with assumptions and limitations stated.
Each material finding states what was examined, what was observed, what can be supported, what remains unresolved, and what happens next. It identifies the relevant period and source records, the responsible owner, and any approvals or follow-up checks needed.
A “leak” is a documented process gap, difference, unsupported assumption, recording error, timing issue, control weakness, or decision blind spot with a potential financial consequence. It is not automatically a monetary loss, available cash, a tax deduction, or a recoverable benefit. Corrections and ongoing support are scoped separately.
What it is not
The diagnostic is not legal advice, audit assurance, or a guaranteed tax or profit outcome. It is a finance visibility review designed to clarify the next right step.