Free Diagnostic Review
Not Sure Where Your Books Stand?
We get temporary access to your QuickBooks file, review your financials, and deliver a written diagnostic report identifying everything that needs attention. No commitment required.
What We Look For
Balance Sheet Issues
Overstated assets, negative vehicle balances, retained earnings that don't tie to your tax return — we find the discrepancies hiding in your balance sheet.
Stale Receivables
AR over 90 days old that may never be collected. Bad invoices that need to be written off. We identify what's real and what's inflating your numbers.
Categorization Errors
Expenses in the wrong categories, personal transactions mixed with business, uncategorized transactions piling up — all the issues that make your reports unreliable.
Reconciliation Gaps
Unreconciled months, duplicate entries, missing transactions — we trace every discrepancy so you know exactly where things went off track.
How It Works
Share Access
Grant us temporary read-only access to your QuickBooks file. Takes about 2 minutes.
We Review
Our CPAs review your financials — balance sheet, P&L, reconciliations, and chart of accounts.
Get Your Report
You receive a written diagnostic report with every finding and actionable recommendations.
Get clarity on your books — for free
No commitment. No sales pitch. Just a clear picture of where your financials stand.