Vertical Financials
$500 value

Free Books Review.
Find out what's costing you.

We audit your last month of books across five critical areas and send a 1-page findings report within 5 business days. No card. No pitch. No obligation.

Claim my free review Reply within 1 business day · No card required
NDA before access 5 business days View-only permissions
Sample findings $500 value
HighNot tracking true COGS and landed cost
HighBank accounts and credit cards not reconciled
MedOwner draws coded as business expenses
MedChart of accounts not clearly separating selling vs. operating costs
LowAP / AR not utilized, or has open transactions over 90 days
Real reviews flag 6–12 items on average.

What we check

5 areas. One honest report.

We don't just glance at the numbers. Our senior bookkeepers run the same audit checklist we use on our own clients each month.
01

Reconciliations

Every bank, credit card, and loan account tied out to the statement.

02

Categorization

Spot-check transactions for misclassified expenses and revenue.

03

Balance sheet tie-out

AR, AP, payroll liabilities, and clearing accounts reviewed.

04

P&L sanity check

Margins, run-rate, and unusual swings flagged for review.

05

Red flags

Duplicate entries, stale items, missing accruals, and audit risks.

How it works

Three steps. Five business days.

01

Send view-only access

Invite us to QuickBooks, Xero, or share a backup. Takes 5 minutes.

02

We review

A senior bookkeeper runs our 5-point audit on your most recent close.

03

1-page report + call

Findings, priorities, and a 30-min walkthrough — yours to keep.

$500 value

Ready to see what's hiding in your books?

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Reply within 1 business day · No card required