I’ll Tell You Exactly What’s Going On Inside Your QuickBooks. For Free. Whether It’s a Mess or You Just Want a Second Opinion.
Maybe you already know something’s wrong. Maybe you don’t, you just want to know if the person or system running your books right now is actually doing it right. Either way, here’s the problem: you can’t get a straight answer without someone opening the file first, and normally that costs you before you even know what you’re paying for.
I think that’s backwards. So I’m doing it in the opposite order.
I’ll run a 90-point diagnostic audit on your QuickBooks file, tell you exactly what’s wrong and what it’s costing you, and I won’t charge you a cent to do it.
You’ll know the truth before you spend a dollar. That’s the whole offer.
Here’s Exactly What You’re Getting
- A full 90-point review of your QuickBooks file. Bank reconciliations, profit and loss, balance sheet, accounts receivable and payable, chart of accounts, payroll mapping, inventory, and whether your books actually match your last tax return.
- A plain-English breakdown of every issue we find. Not a jargon-filled PDF you’ll never open.
- A real number on what those issues are likely costing you, in misstated financials, wasted time, or risk exposure.
- One phone call with me, not a chatbot, not a junior staffer. Me.
- If your current bookkeeper or system is actually doing fine, I’ll tell you that too. This isn’t about finding problems that aren’t there.
Retail value: $275. Your cost: $0.
I’m not discounting this. I’m not “throwing it in” as a bonus for something else. It’s genuinely free, on its own, no strings.
Why Would I Give This Away?
Two reasons.
One, I only take two of these a week. That’s a real number, not a marketing trick. These take effort, so there’s a hard ceiling on how many I can run without it eating into the work I’m already doing for existing clients.
Two, I’d rather you see exactly what I do before you decide whether you want to keep working with me. Most bookkeepers ask you to trust them first and prove it later. I’d rather prove it first.
What This Usually Finds
I’ve run this audit enough times to know the same handful of problems show up again and again:
- A personal expense sitting in the business account, quietly understating real profit
- A piece of equipment expensed instead of depreciated, which throws off the whole P&L and can misstate what the IRS thinks you made
- Overstated revenue that cascades into overstated profits and taxes owed
- Loan proceeds recorded as income causing an increase in taxes
- Unpaid invoices in Accounts Payable, and Uncollected money in Accounts Receivable
- A bank reconciliation that doesn’t tie back to what was actually filed on the tax return
- Sales tax sitting in the wrong account, which turns into a real problem the moment you file
Any one of these can cost real money. Most files I look at have several of them stacked on top of each other. This is just a sample of the 90+ specific questions we consider when we review your books.
Why You Should Actually Believe Me
I’m not a marketer who learned bookkeeping. I’m a bookkeeper, a Certified Exit Planning Advisor, and a QuickBooks ProAdvisor, and I’ve built and run companies myself, including being the CEO of a business that three-peated in th Inc5000. I’ve been the guy chasing Accounts Receivable to make sure payroll clears Friday. I know exactly what I’m looking for because I’ve lived on both sides of it.
And I don’t talk to you about your numbers the way most bookkeepers do. No jargon designed to make you feel like you should already know this stuff. Plain language. The way it should have been explained to you from day one.
What Happens If You Don’t Qualify
If your business is doing less than $250K a year, you’re probably not the right fit for this specific offer right now, and I’ll tell you that on the call instead of wasting your time; we may still be able to work together. This isn’t a bait and switch. It’s a filter, because I can only run two of these a week and I want them to go to the businesses where the results move the needle.
What I’m Not Promising
I’m not going to hand you a “100% money-back guarantee” because that’s not how bookkeeping works, and I don’t want to say something just because it sounds good in an ad. What I will commit to, in writing, every single month: bankable financial statements, tax-ready books, knowing your numbers every month without guessing, and a human being you can actually call when something looks off. That’s the deal, and it’s the same deal every client gets.
Two Spots a Week. That’s It.
Not fifty. Not unlimited. Two. Once they’re gone for the week, they’re gone.
P.S. You’re going to find out what’s wrong with your books either way, eventually. The only question is whether you find out for free, from someone who’ll tell you the truth, or you find out the hard way, from a lender, a buyer, or the IRS. I’d rather it be the first one. Two spots a week, Tucson businesses doing $250K or more. Book the call.
