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Get clarity on what your books need before committing to monthly service. Includes a 60-minute review, a written action plan, and a 30-minute follow-up call to walk through recommendations. If you move forward, your $300 fee is credited toward your first month when you enroll within 14 days.
What we review
Bank and credit card accounts (connections, completeness, and reconciliation status)
Categorization and chart of accounts (consistency, accuracy, and common misclassifications)
Financial reporting readiness (P&L and Balance Sheet: what’s reliable, what needs cleanup)
Get clarity on what your books need before committing to monthly service. Includes a 60-minute review, a written action plan, and a 30-minute follow-up call to walk through recommendations. If you move forward, your $300 fee is credited toward your first month when you enroll within 14 days.
What we review
Bank and credit card accounts (connections, completeness, and reconciliation status)
Categorization and chart of accounts (consistency, accuracy, and common misclassifications)
Financial reporting readiness (P&L and Balance Sheet: what’s reliable, what needs cleanup)