Why Do Some Firms Review Your Books Before Giving You a Quote?
Short Answer: Because they can’t price the work honestly until they’ve seen it. A quote given without looking at your books is a guess, and guesses usually turn into surprise bills or rushed work.
Two businesses the same size can need very different amounts of help. One might have clean, current books. Another might be months behind, with mixed personal spending and accounts that don’t match the bank. A short review up front shows what the work actually involves, so the price fits and nobody gets surprised later.
Common mistakes:
Choosing the lowest quote without asking what it’s based on
Seeing a paid review as a sales tactic instead of a way to get an accurate price
What we recommend:
Ask any firm how they’ll price your work before they’ve seen your books. At Harvest, it starts with a Financial Diagnostic, a flat-fee review with a report that’s yours whether you hire us or not.