💼 Financial Review
Get clarity, get organized, and set your business up for success.
The Financial Review is designed for business owners in the Preparation Path — those who are just getting started or currently tracking their finances outside of QuickBooks Online.
You will walk away with a clear picture of your current financial setup, what’s missing, and a personalized plan to get your business ready for taxes and future growth.
What You Receive
Current Financial Systems Review – Assessment of your existing recordkeeping process (spreadsheet, manual tracking, or other tools).
Compliance Gap Analysis – Identification of missing or incomplete information that could impact tax compliance or decision-making.
Personalized Setup Plan – Step-by-step recommendations for organizing your financial records and establishing a reliable system.
Investment
$249.00
How It Works
Book Your Review – This secures your spot and kicks off the process.
Provide Access – All I need is a copy of your current records (spreadsheet, manual logs, or other format) and your most recent tax return.
Get Your Results – You will receive your review findings, gap analysis, and personalized setup plan — plus a meeting to walk through the recommendations.
📩 After booking, you will receive an email with instructions for sharing your records and next steps.
What is a Financial Review?
A Financial Review is a comprehensive assessment of your current financial recordkeeping system — whether you are using spreadsheets, manual logs, or another method. Using our structured review process, we’ll identify missing information, organizational gaps, and potential compliance risks.
If you are ready to get your records in order so you can gain clarity and confidence in your business finances, a Financial Review will show you exactly what’s needed to build a reliable system and prepare for tax time and future growth.
What to expect:
Schedule a Financial Review
Use the link above to secure your financial review. During the meeting, we will review our process and request the needed information.
Attend the Meeting
During the meeting, we will gather details about your current recordkeeping process and answer any questions you have.
Next Steps
After we complete your review, we will schedule a meeting to go over the findings and provide a personalized setup plan for getting your finances organized and on track.
If you have any further questions about the discovery call, service options, or any other concerns not addressed, please send me a message on our contact page. I look forward to the opportunity to work with you.