This is a limited, practice bookkeeping review designed to help small business owners gain a clearer understanding of one past month of their books.
The focus is on clarity and learning. NOT correcting transactions or replacing existing bookkeeping or CPA services.
Review of one past month of bookkeeping data
A simple PDF dashboard summarizing income and expenses
Written observations to highlight patterns or questions
No changes to yhour books
No reconciliations
No tax advice or filings
No ongoing bookkeeping services
We confirm the month and scope of the review
You invite me to your QuickBooks Online account with view-only access
I review the selected month and prepare a dashboard
You receive the PDF by email
If this sounds like a good fit, you can reach out using the contact form below.