Ready to book your Deep Dive 25?Here’s what’s next!
We have designed the Deep Dive 25 process to be as simple as possible, but before we get started with our audit, we need just three things from you:
- Access to your Quickbooks Online account so we can review the necessary information to complete the audit. This can be done by sending an Accountant user invite from within Quickbooks Online.
- Payment of $298 to access the Deep Dive 25 intake form where we will collect some basic information and ending balances for your business accounts so we can compare your bank statements to the balances shown in Quickbooks Online as discrepancies may indicate misapplied funds, erroneous entries, or embezzlement.
- All information must be submitted within 7 days of payment or the order is forfeited. If you are not able to finish the intake form, you can save your progress and return later as long as it’s completed within the 7-day timeline.
Once we receive your intake form, we will review your bookkeeping and send you an audit report on all 25 reviewed areas and a summary of recommendations within 10 business days*. In order to fulfill our 10 business day deadline, we kindly request that you be available to respond to questions within one business day.
* Note: delivery of audits may be delayed during peak IRS driven deadlines (detailed below). We will try our best to return reports within 10 business days, but may require up to 15 business days for completion.
March 1-15 | April 1-15 | September 1-15 | October 1-15 | December 15-31
Terms and Conditions:
The Deep Dive 25 includes a summary of the mistakes and recommended steps to correct, and does NOT include fixing any errors.
All information must be submitted within 7 days of payment or the order is forfeited. If you are not able to finish the intake form, you can save your progress and return later as long as it’s completed within the 7-day timeline.
This service is only available for businesses based in the United States who use Quickbooks Online.
Any questions? Feel free to contact us and we’d be happy to answer your questions.
A QuickBooks ProAdvisor with over 20 years of experience in various accounting positions, Michelle Mangen prides herself on treating her clients’ businesses as though they were her own. She enjoys finding opportunities to save her clients money by eliminating duplicate or unused monthly subscriptions, renegotiating bank fees and interest rates, and searching for more cost-effective options.
Since starting her business in 2008, Michelle has saved her clients thousands, sometimes tens of thousands, of dollars. She discovered $58,195 in missed billings in a single client audit, and regularly finds opportunities to cut out or renegotiate extra fees that add up to hundreds of dollars in savings per year.
An integral part of their business management team, she helps her clients manage their finances by preparing monthly reports, and conducting regular financial reviews. Her core strength is streamlining financial systems, setting up vendor on-boarding, accounts payable/receivable, payroll processing, and automatic payment systems to ensure their business finances run smoothly.
When it comes right down to it, Michelle gives her clients the peace of mind they need to focus on growing their businesses, knowing someone is taking care of all the details necessary to maintain the financial health of their companies.
“Michelle has streamlined every part of our financial operations, and kept our books in perfect order. The reason our businesses are so well organized and in such great financial shape? That’s an easy one—Michelle.”
“Michelle is clearly on another level – on top of things like no one else.”
“She is a number genius with a photographic memory. Her systems are solid and clear.”
“Based on her incredible focus and productivity she’s a bargain. I was paying more to my accountant to do far less. I don’t worry about the accounting now.”
“Between saving us money and helping us make money, she has paid for her services many times over. Working with Michelle has been transformative.”