Pulse Check

Let’s see what your numbers are actually saying

Something feels funny. Sales are up, but your bank account doesn’t seem to reflect it, and you can’t figure out why.

Or you’ve got the basics handled and you’re ready to dig deeper. You know whether you’re profitable. Now you want the nuance: which percentages actually matter, where time keeps disappearing, and what the next small improvement is. You’d just rather not figure it out alone.

Or you’ve been dutifully entering everything and the reports may as well be abstract art. You don’t need a lecture. You need someone to point and say “look here, ignore that.”

How it works

• I dig through your QuickBooks before we talk, so we don’t waste the call on stuff I can check myself.

• We go through your P&L and balance sheet together, in normal-person words.

• You bring up to 3 questions. If one turns into a whole thing that needs modeling, that’s a What-If, and I’ll tell you.

• 90 minutes, plus short notes afterward so you’re not scrambling to remember what we said.

What I need from you (3 business days before)

• Accountant access to QuickBooks Online

• Your questions, written down. One sentence each is fine.

What this isn’t: tax advice, payroll or retirement setup, digging you out of a year of uncategorized transactions, or building models.

Cost:  $575

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

Quarterly: Includes email support between sessions (3 months)