Free file review · No obligation · Yours to keep
Find out what is actually in your books
Send read only access or a backup file. Within three business days a certified public accountant tells you in writing what is clean, what is wrong, how far behind you really are, and exactly what it costs to fix. Then you decide, with no pressure either way.
- A reconciliation status for every bank and card account
- The specific entries that are wrong, and what they are costing you
- How many months of catch up work is genuinely needed
- A fixed price to fix it, and a fixed price to keep it right
Every month we code the bank feed, reconcile every account, clear undeposited funds, review receivables and payables, post payroll, track 1099 vendors, and a CPA reviews the file before the report pack is sent.
Why owners move
Most bookkeeping has nobody senior checking it
Somebody enters the transactions. The software says everything is categorized. And no certified public accountant ever reads the finished result to ask whether the story it tells is actually true.
That is the gap this practice was built to close. A CPA reviews every file, every month, before it reaches you, and writes you a short note in plain English about what the numbers are saying. The client list is capped so it can stay that way.
- One CPA who knows your file, not an account queue
- Fixed monthly fee agreed in writing, no hourly billing
- Month to month terms and your software stays in your name
Sound familiar?
You are not behind because you are bad at this
Every owner who calls opens with an apology, and none of them owe one. Books slip for reasons that are almost always good ones.
You find out in March what was true in June
The books get done once a year, at tax time, by somebody working backwards. That satisfies the return and tells you nothing you could have used to price a job, make a hire or spot a customer who stopped paying.
You are not sure the numbers are right
Somebody enters the transactions. Nobody checks whether the finished picture is true. So you look at a profit figure and quietly discount it, which means you are running the business on instinct with a spreadsheet for decoration.
Something is about to require clean books
A lender, a buyer, an insurer, a partner buyout or an unhappy letter. This is when most people call, and it is the most expensive moment to start, because reconstruction under a deadline is how errors get made.
If you go ahead
What arrives, every month, by the 15th
- Every bank, credit card and loan account reconciled to the statement, to the cent
- Your invoices raised and sent, payments applied, and the aging chased politely
- Payroll posted and the liability accounts reconciled
- A certified public accountant reading the finished file before it reaches you
- Profit and loss, balance sheet, cash flow and aging reports in a consistent format
- A short written note in plain English about what moved and what to watch
- Twenty minutes of call time, included whether or not you use it
- A clean handoff file for your tax preparer each January
Fixed monthly fee, agreed in writing. Month to month terms. Your software subscription stays in your name.
Who this is for
Owner run businesses, not enterprises
Trades and construction, restaurants and food, salons, ecommerce and retail, clinics, real estate, agencies and nonprofits. Typically somewhere between a quarter of a million and five million in revenue, with one person carrying most of the worry.
What happens next
Three steps, and nothing is chargeable until the third
You send the form, a person replies
Within one business day, from the CPA who would do your work. Not a scheduler, not a sequence of automated emails, and nobody will call you repeatedly.
The free review, three business days
Read only access or a backup file is enough. You get a written assessment covering every account, the errors found, the months genuinely behind, and a fixed price. It is yours to keep either way.
You decide, in your own time
If you go ahead, onboarding takes about a week and your first report pack lands by the 15th of the following month. If you do not, you keep the review and we part on good terms.
Free · No signup · Instant
How healthy are your books, really?
Five questions, ninety seconds, no email required to see the result. It is the same first pass a certified public accountant makes when a new file lands on the desk.
- You get a score out of 100 and a plain reading of what it means
- Nothing is emailed to you unless you ask for it
- Most owners score lower than they expect on reconciliation
I had a bookkeeper for four years. I had never once had somebody explain what the numbers meant. The first month here I got three sentences that changed how I priced every job.
Illustrative testimonial, to be replaced before launch
Before you send it
The five things everybody asks
Answered here so you do not have to ask them on a call.
Yes, and it is real work rather than a sales call in disguise. A CPA goes through your file and writes up what is clean, what is wrong, how far behind you actually are and what fixing it costs. You keep it whether or not you hire us. About a third of the reviews we do end with us saying the current setup is fine.
There is no such thing. As long as the bank statements exist, and they do because banks keep them, the books can be rebuilt. The oldest catch up we have taken on was four years kept in a shared drive and a shoebox.
Monthly bookkeeping starts at $345, invoice billing and receivables from $185, and CPA review over your existing bookkeeper from $265. Every quote becomes one fixed number in writing after the review. No hourly billing and no charge for asking a question.
No. Plenty of clients keep the person doing their day to day work and add the monthly CPA review on top. If the file genuinely needs rebuilding we will tell you and show you the entries, rather than making a vague complaint about the previous work.
No. Books get behind because you were busy running a business, which is the correct priority. Nobody here is scoring you on it, and we have seen worse.
No obligation, no card, no sequence
Three days from now you could know exactly where you stand
Most owners overestimate the mess and underestimate how quickly it can be fixed. The only way to find out which one you are is to have somebody qualified look.