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$149 Bookkeeping Audit, QB Clean/Catch up or need Advice? - No judgment. Just practical help.
Why Bookkeeping Matters. Why I Offer Reviews.
Why Bookkeeping Matters. Why I Offer Reviews.
Not my video, but a must-watch for any business owner. He nails the real risks of messy books in just a few minutes.
Invite me to your QuickBooks Online file
Upload your most recent business tax return
(If available — It helps me reconcile your books accurately.)Complete Intake Form - Tell me your top concerns or goals I’ll tailor the review to what matters most to you.
Submit your flat-fee payment ($149 — one-time, no commitment) - I will send link after intake form is received.
$149 Expert Bookkeeping Review will reveal any hidden issues.
$149 Expert Bookkeeping Review will reveal any hidden issues.
Audit triggers, misstated balance sheets, missed deductions, and inefficient workflows — that can lead to overpaying taxes, loan denials, or higher interest rates. You’ll get a clear, prioritized fix-it plan you can act on.
Audit triggers, misstated balance sheets, missed deductions, and inefficient workflows — that can lead to overpaying taxes, loan denials, or higher interest rates. You’ll get a clear, prioritized fix-it plan you can act on.
What’s Included for $149
A focused, expert review of your QuickBooks file:
✅ Company setup & chart of accounts
✅ Bank, credit card & undeposited funds issues
✅ Profit & Loss, Balance Sheet, A/R & A/P
✅ Products, services, sales tax & payroll setup
✅ Common audit flags & messy workflows
✅ Missing deductions or misclassified expenses
You’ll get a clear summary of what’s working, what’s not, and what to fix first — so you can clean up your books with confidence.
📝 Summary Report: What’s accurate, what’s off, and what needs fixing
💡 Fix-It Options: I will provide a flat fee quote for me to fix and a quote provide documented training and screen share video meeting, phone, email support to you or your team.
No Pressure. No Surprise Invoices. Just Help.
No Pressure. No Surprise Invoices. Just Help.
You’ll leave this review with clarity, a fix-it roadmap, and flexible options. Whether you want me to fix it, teach your team, or simply point you in the right direction — I’ve got you.
“Know what’s working. Fix what’s not. And finally, feel in control of your books.”
— Laura Poincot
The Hidden Cost of Bookkeeping Errors
The Hidden Cost of Bookkeeping Errors
Most business owners assume their CPA or tax pro is reviewing the books — but in reality, most just file based on what’s already there. If your books have errors, they could be quietly costing you in major ways:
Most business owners assume their CPA or tax pro is reviewing the books — but in reality, most just file based on what’s already there. If your books have errors, they could be quietly costing you in major ways:
❌ Inaccurate Financials = Bad Decisions
❌ Inaccurate Financials = Bad Decisions
Estimated Cost: $5,000–$50,000+/year
Mistakes in revenue, expense categorization, or profit margins lead to poor pricing, over-hiring, and misjudged tax burdens.
⏳ Late or Missed Tax Filings
⏳ Late or Missed Tax Filings
Estimated Cost: $1,000–$10,000+
Penalties and interest for late IRS/state filings. CPA fees double if cleanup is needed before tax prep.
❌ Denied Loans or Lines of Credit
❌ Denied Loans or Lines of Credit
Estimated Cost: $10,000–$250,000
Banks and lenders require clean books. Rejected loans can delay growth or force you to use high-interest options.
📋 Unpaid Bills, Missed Revenue, or Double Payments
📋 Unpaid Bills, Missed Revenue, or Double Payments
Estimated Cost: $2,000–$25,000+/year
Without accurate A/R and A/P, businesses under-collect, miss payments, or overpay vendors.
🧰 No Visibility Into What’s Working
🧰 No Visibility Into What’s Working
Estimated Cost: $10,000–$100,000+/year
Without job costing or tracking service lines, it’s hard to scale what makes money and fix what doesn’t.
📉 Decreased Business Value
📉 Decreased Business Value
Estimated Cost: $50,000–$500,000
Inaccurate or unverified financials drop your sale price when it comes time to sell or seek investment.
🔎 Wasted Time on Workarounds
🔎 Wasted Time on Workarounds
Estimated Cost: $2,000–$20,000+/year
Digging for missing info or manually adjusting reports adds hours to payroll and delays action.
🧠 Owner Burnout & Mental Load
🧠 Owner Burnout & Mental Load
Estimated Cost: Immeasurable
Stress from messy books distracts you from growth and eats into your energy.
💡 The Upside of Fixing It
💡 The Upside of Fixing It
File taxes confidently
Pay yourself more
Make better decisions
Get approved for financing
Increase business value
Free up your time
How do I know if I need a review?
How do I know if I need a review?
You don’t know what you don’t know — but what you don’t know can cost you. Messy books can lead to missed deductions, tax issues, and getting turned down for loans (or stuck with high interest rates).
If you’ve ever had that gut feeling something isn’t quite right in your books — it’s probably time to take a closer look.
Here are some common red flags:
❌ Bank or credit card accounts have never been reconciled
❌ Balances in QuickBooks don’t match your actual bank accounts
❌ You see lots of transactions sitting in “Undeposited Funds”
❌ Your reports show “Uncategorized Income” or “Uncategorized Expenses”
❌ Balance Sheet includes “Uncategorized Assets”
❌ You’re adding deposits straight from the bank feed
❌ Personal and business expenses are mixed
❌ Known issues exist, but you’re not sure how to fix them
❌ Payroll entries don’t properly reflect tax liabilities
❌ Your CPA or tax pro has recommended a cleanup
❌ A bank or lender declined your application — or offered only a high-rate loan
If any of this sounds familiar, a flat-fee diagnostic review will help you clean up the confusion, avoid costly mistakes, and move forward with confidence.
Why do you need a copy of my tax return?
Why do you need a copy of my tax return?
If you are a Sole Proprietor or LLC, we generally do not need a copy of your tax return. However, if you are an S-Corp*, Partnership or C-Corp, then you are required to file a Balance Sheet with your tax return. During the Diagnostic Review, we make sure the Balance Sheet totals on the last tax return agree to the Balance Sheet in QuickBooks for the same period. If they do not agree, clean-up will be recommended.
What is the turn around time for an expert review?
What is the turn around time for an expert review?
Once we receive your payment, a copy of your last tax return (if needed – see question above), and have access to your QBO company file, you will receive a Summary Report within 3 business days.
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