If looking at your books makes you want to slam the laptop shut, you’re not alone. In this 1:1 Year-End Bookkeeping Review, we’ll look under the hood of your numbers, help you catch missed deductions, overstated income, and make sure your reconciliations are actually… reconciled. You’ll leave with a clear checklist of what to do next so tax season doesn’t sneak up and bite you.

What we’ll cover in your Year-End Bookkeeping Review:

• A high-level review of your bookkeeping file (QuickBooks/Xero/other)

• Check for missed deductions and expenses that should be categorized differently

• Spot potential overstated income or duplicate entries

• Review of bank & credit card reconciliations for accuracy

• Identify red flags that could cause trouble at tax time

• Simple, prioritized action steps so you know exactly what to fix and what can wait

Investment: $275 (one-time)

Call Length: 60 minutes via Google Meet

Who This Is For:

This review is perfect if:

• You’re a small business owner who’s been “doing the books” in your spare time

• You’re not 100% sure everything is categorized correctly

• You haven’t reconciled regularly (or… at all )

• You want to legally lower your tax bill by not leaving deductions on the table

• You want peace of mind going into tax season instead of guessing

Get Started!

1. Fill out the form

2. Submit payment of $275 to secure your spot.

3. You’ll receive instructions, a link to schedule your call and a copy of the Year-End Bookkeeping Checklist after payment.

4. We meet on Google Meet, review your books, and map out your action plan.