A Year-Round Review That Keeps Your Books Honest
Reviewing your books throughout the year, to highlight items that I have identified for correction to ensure that your books are complete and accurate.
Diagnostic Book Review
A clear health check of your books
A Simple, Thorough Process That Protects You All Year
Three focused steps turn a messy ledger into a clear, trustworthy picture of your business — reviewed on an ongoing basis, not just at year-end.
Review Your Books Throughout the Year
Rather than a single year-end scramble, your books are reviewed on an ongoing basis so issues are caught early — while there is still time to act on them.
Highlight Items for Correction
Each review surfaces the specific items I have identified for correction — miscategorized transactions, duplicate entries, missing deductions, and reconciliation gaps.
Ensure Complete & Accurate Books
Every flagged item is documented and corrected so your books stay complete and accurate, giving you confidence at tax time and every decision in between.
Every Item That Could Quietly Cost You
The diagnostic review examines your accounting file for the common — and not so common — issues that throw off your numbers and create risk at tax time.
- Miscategorized or duplicated transactions
- Uncategorized income and expense entries
- Bank, credit card, and loan reconciliation gaps
- Missed deductions and write-offs
- Chart of accounts inconsistencies
- Balance sheet integrity and accuracy issues
Catch Issues Early
Year-round review means small errors never snowball into expensive, year-end corrections.
Clear, Actionable Insights
You receive a plain-language summary of exactly what needs attention and why — no accounting jargon.
Confidence at Tax Time
Complete, accurate books mean a smooth handoff to your CPA and no last-minute surprises.
One-time review from $197
A clear health check before you commit to anything.
Know Exactly Where Your Books Stand
Book a free, no-obligation 15-minute consultation. I'll explain how a diagnostic review works and what it can reveal about your business — so you can decide the best path forward with confidence.
Call 530-906-2174