$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.

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NDA before access 5 business days View-only permissions

Claim your review $500 value

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.

Reconciliations

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

Categorization

Spot-check transactions for misclassified expenses and revenue.

Balance sheet tie-out

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

P&L sanity check

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

Red flags

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

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.

How it works

Three steps. Five business days.

Send view-only access

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

We review

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

1-page report + call

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