System Checkup + Action Plan
Get Clarity, Fast: Fix What’s Broken in Your Books (Before Tax Time)
$297.00
A one-week deep dive into your bookkeeping system that identifies what’s off, what it’s costing you, and exactly how to fix it — no overwhelm, no judgment.
Perfect if you’ve fallen behind, reconciliations don’t match, or you’re tired of guessing what’s really going on in your business finances.
You’re not alone — most small business books look like this.
Transactions don’t match bank statements.
Reports that never seem right.
A CPA who’s ready to strangle your QuickBooks file.
You just want a clear answer: What’s broken, and how do I fix it?
That’s exactly what the System Checkup gives you.
What You’ll Get in Your System Checkup + Action Plan
Diagnostic Review: I’ll review your QuickBooks or spreadsheet setup using my detailed system checklist.
Scorecard Snapshot: You’ll get a visual report grading your system’s health (setup, reconciliations, reporting, and workflows).
Action Plan PDF: A prioritized plan with step-by-step fixes — so you can clean up your books or confidently delegate it.
Optional Add-On: Implementation Help: Want someone to do the cleanup? I can refer or subcontract it for you.
⏱️ Turnaround time: 3–5 business days
Q: Do I need QuickBooks?
A: Nope! I can review spreadsheets or other systems too.
Q: What if I’m months (or a year) behind?
A: That’s exactly who this was made for. We’ll pinpoint where to start and the easiest path to catch up.