I offer limited, practice bookkeeping reviews for small business who want a clearer view of their month-end books and performance.
Review one past month of bookkeeping data
Create a simple, easy-to-read dashboard
Share observations to help you understand your numbers
This may be a good fit if you:
Own a small business with relatively simple books
Want a clearer view of one past month
Are curious about your numbers, not just tax filing
This may not be a good fit if you:
Need ongoing bookkeeping or reconciliations
Want transactions corrected or reclassified
Are looking for tax advice or filings
Confirm scope and month
We agree on the month being reviewed and the limited scope of the practice review.
View-only access
You invite me to your QuickBooks Online account with view-only access.
Review and dashboard
I review the selected month and prepare a simple dashboard with observations.
Delivery
You receive a PDF dashboard and summary by email.
This is a practice, review-only service for learning and clarity.
No changes will be made to your books.
This review is not a substitute for ongoing bookkeeping or CPA services.
Observations are based on available data and may not be complete.
No tax advice or filings are provided.