The Full Financial Review runs your business through 120 checkpoints. Which type of work actually earns you money. When cash is going to get tight, and why. Whether your prices have kept up with your costs. What your next hire needs to bring in. It all comes back as a scored report, with a live dashboard built off your real numbers and a 90-day plan you can actually read.
Get your ReviewThat's not really a bookkeeping problem. You just can't see your own numbers yet. And that's fixable in ten business days.
Add it up. The margin work alone is most of a week.
Bought piecemeal at our hourly rates, this pushes $2,000. The Review is $1,000. Flat. And it credits in full toward monthly service, so if we end up working together it costs you nothing.
Read-only. We change nothing in your books. Tax-strategy findings get sized and flagged for your CPA. We do bookkeeping and financial systems; the tax advice stays with your tax pro.
Each one scored 1 to 10 and rated in plain terms, benchmarked against service businesses your size, and we tell you where the numbers came from.
A 30-minute voice interview on your own schedule, plus a secure spot to upload statements, your last two years of returns, and connect read-only access to your bookkeeping software.
We dig into whatever the interview surfaced. No prep needed.
Ten business days. You'll have a first finding in your inbox inside the first week.
The scored report, your dashboard, and the 90-day plan arrive days ahead of our 60-minute call. Read it on your time. Then we work the plan together.
If we don't find at least three things worth fixing or worth money, you don't pay.
Start monthly service with us within 15 days of your readout and the full $1,000 credits to your first month. The Review ends up costing you nothing. If you'd rather take the plan and run it yourself, that's a fine outcome too, and we'll still answer your questions for 30 days after.
View a full 14-page sample report. Real format, fictional business.
A bookkeeper keeps the books. This tells you what the books mean. Most owners who come to us already have somebody doing data entry. What they've never had is someone rebuild their margins by service line and hand them their break-even number. Do the Review first, then decide who should run the plan.
About two hours across three weeks, and most of it on your schedule. Thirty-minute voice interview, some uploads, a 30-minute call, and the 60-minute readout.
That's the 75-Point Books Checkup, $500. It covers the books and foundations without the margin, pricing, and cash analysis. And if you start there and want the whole picture later, your $500 applies to the Review within 15 days. Look at the Checkup here.
No. Statements and read-only access to your bookkeeping software, QuickBooks or whatever you use. We can look, we can't touch, and we change nothing.
No. We do bookkeeping and financial systems. When a finding touches tax strategy, we size it in dollars, flag it, and point you to a CPA or enrolled agent. If you don't have one, we know good ones here in Baton Rouge.
Every Review includes one working dashboard view built from your actual bookkeeping data. Open it on your phone. Tap a number, see the transactions behind it. Our monthly clients get the full set: cash forecast, job profitability, hiring affordability. The Review shows you what that feels like with your own numbers, not a demo.
It's $1,000, and it credits in full toward monthly service. If we don't find three things worth fixing, you don't pay.
Get your Review, $1,000