Bookkeeping Evaluation Service

Understand What Needs Fixing

A review of your books to identify what needs to be fixed. No pressure to move forward - just clarity about where you stand.

Get Clarity on Your Tax Readiness

Video call review of your current business financial records
Clear explanation of what needs to be fixed
Practical recommendations for updating your books

How It Works

We get on a call
You share your books with us
We review your books for common issues and share results in real time

Perfect For You If:

Your books feel messy but you're not sure how messy
You want to know what actually needs fixing
You're not sure which service level fits your needs
You prefer to understand before committing
You want practical recommendations, not sales pressure

Our Promise

No scare tactics. No unnecessary fixes. Just honest insights about your books and clear recommendations for moving forward.