Your Financial Reset Diagnostic Is Confirmed.

Thank you — your $250 Financial Reset Diagnostic is officially underway.

The next step is to securely provide Ledgility with the information needed to review your accounting and financial records.

What Happens Next

1. Watch for Your Secure Portal Invitation

You’ll receive a separate email from Ledgility with access to your secure client portal.

This is where you’ll provide financial documents and other sensitive business information. Please use the portal rather than ordinary email for confidential records.

2. Complete Your Diagnostic Intake

You'll receive a separate e-mail with a link to complete a short intake that gives us additional context about your accounting systems, accounts, known issues, and financial environment.

3. Provide the Requested Records

Depending on your business, we may request items such as:

• Access to your accounting system

• Current P&L and balance sheet

• Bank and credit-card statements

• Loan or debt information

• Payroll or other relevant financial reports

You will only be asked for information reasonably necessary to complete the Diagnostic.

4. Ledgility Reviews the Actual Books

Once the requested information is received, Ledgility will review your accounting and financial records to identify the most important cleanup, reconciliation, balance-sheet, reporting, and financial-process issues.

5. Receive Your Financial Reset Plan

At the end of the Diagnostic, you’ll receive:

✓ Key findings and issues identified

✓ Recommended Financial Reset scope

✓ Estimated project timing

✓ A fixed-fee proposal for completing the Financial Reset

If you decide to move forward with the Financial Reset, your full $250 Diagnostic fee will be credited toward the project.

For Now, There’s Nothing Else You Need to Purchase.

Simply watch your inbox for your secure portal invitation and complete the requested intake when it arrives.

Questions?
Contact us at support@ledgility.com