Business Financial Reset
Business Financial Reset
Get Caught Up. Get Clarity. Get a Plan.
Your books have fallen behind, or they've never quite added up and it's starting to cost you time, money, and peace of mind. The Business Financial Reset gets you caught up, cleaned up, and shows you exactly what your numbers are telling you, with a clear plan for what comes next.
Diagnostic fee credited toward your project
Book Your Free Discovery CallStep 1
Bookkeeping Diagnostic and Financial Review
$279
Not sure what’s really going on with your books or what it will take to get them back on track? The Bookkeeping Diagnostic and Financial Review gives you a clear picture of the current state of your books before any cleanup begins. We review your bookkeeping records against your bank and credit card activity to identify what’s missing, what’s inaccurate, and what needs to be corrected. You’ll walk away knowing exactly where things stand and what needs to happen next.
✓ A comprehensive review of your books
✓ A full written report, in plain English
✓ Clear recommendations for what needs to be corrected
✓ A fixed price and timeline for your Bookkeeping cleanup
✓ No obligation to move forward. The findings are yours either way
Step 2
The Reset
Priced from your Diagnostic findings
Now that we know what’s happening with your books, it’s time to get them back on track. The Reset is a customized catch-up and cleanup engagement designed to give you accurate, organized financials you can actually understand and use. We correct what’s wrong, reconcile your accounts, and bring your books up to date, then walk you through what your numbers are telling you and what to focus on next.
✓ Catch-up, cleanup, and reconciliation of your accounts
✓ Corrected financial statements (P&L, Balance Sheet, Cash Flow)
✓ A plain-English breakdown of what your numbers mean
✓ A personalized Financial Action Plan with your next steps
✓ Your exact investment and timeline before work begins
Who This Is For
Your books are months (or longer) behind
You don't trust the numbers your reports are showing you
You inherited a file from a prior bookkeeper that needs real correction
You're preparing for tax season, a loan application, or a big decision and need reliable numbers first
No Diagnostic Needed
Just Getting Started?
If you're starting a new business, moving off spreadsheets, or need online Bookkeeping Software (Quickbooks, Xero, etc.) set up for the first time, you don't need a Diagnostic. You need Essentials.
✓ Bookkeeping Software Online setup, including your chart of accounts
✓ Bank and credit card feeds connected
✓ Hands-on training so you're comfortable running your books
✓ Optional: your recent transaction history categorized and reconciled once your feeds connect
Priced as a flat setup & training fee, confirmed on your discovery call.
Book Your Free Discovery CallNot Sure Which One You Need?
That's exactly what the free discovery call is for. We'll talk about your business and figure out the right starting point together.
Book Your Free Discovery Call