Do Your Business Finances Keep You Up at Night?
Books Review & Consultation
Are you confident in the accuracy of your books?
Gain clarity and confidence in your finances with a detailed review of your books, personalized insights, a prioritized action plan, and a tax prep checklist.
This review is a great opportunity to spot any gaps, ensure accuracy, and make sure your books are ready tax season.
During the Consultation You’ll Get:
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📋 3 Top Focus Areas
We’ll identify the three most important areas to address, giving you clear, actionable steps to improve your financial health.
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💡 Balance Sheet Walkthrough
Together, we’ll review your balance sheet line by line, highlighting anything that needs attention.
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📊 Profit & Loss Walkthrough
We’ll dig into your P&L report, highlighting anything off and explaining what needs to be fixed.
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✅ Actionable Steps
You’ll walk away with a prioritized plan of action tailored to you, including recommendations for improving your financial systems to make managing your finances easier.
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🗓️ Tax Prep Checklist
Be fully prepared with a personalized checklist of what you need to file, important deadlines, and recommendations to streamline the process.
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📕 PDFs With Highlghts & Notes
For the Balance Sheet and Profit & Loss, you’ll receive PDFs with my highlights and notes so you can refer back to them anytime.
Take the stress out of financial management and be confident that your books are in order.
Books Review & Consultation
$1,500 Value for $997
Here’s what you'll walk away with:
You’ll not only understand what’s wrong but why it matters—and you’ll receive PDFs with my highlights and notes so you can refer back to it anytime.
Detailed Review of Your Books
Personalized Insights
Financial Readiness Report (PDF)
Prioritized Action Plan
Tax Prep Checklist ✅
Let’s Get Started!
Schedule your appointment two weeks out using this calendar.
Invite us to your Quickbooks file as an accountant.
