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Start with the $499 diagnostic: findings with dollar amounts and a fixed quote to fix. Then see a finished monthly delivery package—categorized transactions, reconciled statements, and a full review pack. Reconstruction uses the same statements for each rebuilt year. No login required.
$499 diagnostic
Books Diagnostic Report
Read-only review of an existing file: findings with dollar amounts, tie-out checks, and a fixed quote to fix. The $499 diagnostic credits toward the work.
Summit Trade Services LLC · Prepared for Example & Whitfield CPAs · January 2024 – December 2025
Books Diagnostic Report · Findings
Executive summary and itemized findings with dollar impact.
Books Diagnostic Report · Tie-out checks
The eight tie-out checks every file must pass before it ships, plus scoped work.
Books Diagnostic Report · Fixed quote
Fixed fee, diagnostic credit, terms, and what the return preparer receives.
SAMPLE: fictionalized composite for illustration. Not an actual client. All names and figures are invented. Nothing in the file was changed. Start a diagnostic.
Currently showing Findings of the Books Diagnostic Report.
Monthly delivery package
Acme Manufacturing LLC · May 2026
Prepared by Your Firm Name · Prepared on 2026-06-30
Period Revenue
$47,253.12
Period Net Income
$17,843.18
Period-End Cash
$8,873.50
Period-End Accounts Receivable
$8,450.00
Period-End Accounts Payable
$593.49
Period-End Total Equity
$17,843.18
Profit & Loss Statement
Income statement with revenue, expenses, and net income for the period.
Cash Flow Statement
Operating, investing, and financing activities with cash reconciliation.
Trial Balance (Adjusted)
All general ledger accounts with adjusted debit and credit balances.
Trial Balance (Unadjusted)
Pre-adjustment trial balance for review and reconciliation.
Accounts Receivable Aging
Customer balances broken down by age of outstanding invoices.
Reasoning Log
Categorization decisions and reasoning for every transaction. Firm-facing documentation from Autonomi Books.
Data exports
- Download CSV
General Ledger
Complete transaction history for all accounts with running balances.
- Download CSV
Journal Entry Log
All journal entries with source references and audit metadata.
What firms are saying
“Autonomi Books has revolutionized how we do bookkeeping for our clients, allowing us to provide reliable, hands-off bookkeeping services with minimal review time. I'd certainly recommend their services to anyone looking to expand or offload their bookkeeping and book cleanup operations.”
“As a CPA servicing the accounting needs of multiple clients, Autonomi Books has been instrumental in allowing me to take on more clients without the burden of manual review. I highly recommend them for any CPA or Accountant looking to expand their bookkeeping operations or take care of cleanups ahead of tax deadlines. Their service is simple, straightforward, and reliable.”
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