Financial Check-In

A focused look at your books and your questions.

Includes

  • A QuickBooks Online review: reconciliation status, categorization, and anything that looks off

  • A walkthrough of your P&L and balance sheet

  • Up to 3 straightforward questions. Anything that needs modeling moves to the Deep Dive.

  • A 90-minute meeting, plus short written notes afterward

What I need from you (3 business days before)

  • Accountant access to QuickBooks Online

  • Your questions, in writing

Not included: tax advice, payroll or retirement-plan setup, book cleanup, and financial modeling.

Cost:  $575

One-time: Includes 30 days of follow-up email support

Quarterly: Includes email support between sessions (3 months)

Book a Check-In