Before you commit to ongoing services (or even if you just want a second opinion), our Books Evaluation gives you a structured look under the hood.
You get a 3-page written report, a 30-minute walkthrough, and a clear sense of what’s working—and what isn’t
1. Confirm mutual fit
2. Learn about your entity, current process, and goals
3. Explain the timeline and what we’ll need
1. Read-only access to your accounting system
2. Upload of your most recent prior-year business/nonprofit tax return(s)
3. Review focused on:
- Reconciliations
- Chart of accounts
- Coding patterns and obvious errors
- Negative balances and uncleared transactions
- How well your books align with the filed tax return(s)
Important: We use the return to check alignment—not to provide a tax projection in this step.
1. Summary of what we saw
2. Key risks and “must fix” items
3. Opportunities for better reporting and smoother tax filing
4. Practical recommendations you can implement with us or with your current bookkeeper
1. We walk you through the report and answer questions
2. If you’re interested in services like Bookkeeping, VFO, or Systems Review, we present a bid price for ongoing services based on what we actually saw
