We’ll Tell You What’s Wrong With Your Books. Free.
Give us view-only access to QuickBooks or Xero and within 48 hours you get a plain-English list of what is misclassified, unreconciled or simply wrong — whether or not you ever hire us.
No card. No call required. We will tell you if your books are fine.
A real diagnostic, not a sales call.
We open the file and look. Everything below comes from things we find in almost every set of books we are sent.
What is misclassified
The transactions in the wrong account, and what that does to your reported profit. Usually the largest single finding.
What has never reconciled
Which accounts do not tie to the bank, and how far back it goes. If the reconciliation has not run, the balance is a hopeful number.
Whether your margin is real
If COGS is missing or timed wrong, gross margin is fiction. For ecommerce this is almost always the biggest surprise.
Sales tax exposure
Whether tax collected is sitting in revenue instead of as a liability, and which states you may owe.
What it would take to fix
A plain estimate of the work, quoted as a range. No obligation, and no pressure to use us for it.
Whether you need us at all
Sometimes the answer is that the books are basically sound. We say so. Selling work nobody needs is a bad way to start.
Because it is the fastest way to prove we are worth hiring.
Most bookkeepers ask you to book a call, sit through a pitch and take their word for it.
We would rather just open your books and show you something you did not know. If we find real problems, you will want them fixed and you already know we can see them. If we find nothing, you have lost nothing and we have been honest with you — which is worth more to us than a client who leaves in three months.
The only thing we ask is view-only access. We cannot change anything with it, and you can revoke it in one click.
Three steps, 48 hours.
1. Tell us about the business
The form below. Two minutes, and it tells us what to look for before we open anything.
2. Send view-only access
A QuickBooks accountant invite or Xero advisor invite. We will send the exact steps — it takes about a minute.
3. Get the findings
Written up in plain English within two business days. Yours to keep and act on however you like.
What we will not do.
Request your free books review.
Two minutes. We reply the same business day with what we need.
Questions people ask first.
01Is it really free?
02What access do you need?
03What if my books are a disaster?
04Will you try to sell me something?
05How long does it take?
Find out what is actually in your books.
Free, 48 hours, no obligation — and we will tell you honestly if you do not need us.