Deep Dive 25

Why do I say Deep Dive 25? Because I go through the 25 most common areas where mistakes are found in business owner’s financials, many of ​​these with potentially negative tax implications. This will give you peace of mind as to the current condition of your books including identifying potential areas of tax savings or other action items which may include fixes to your current books.

Here are just a few of the 25 areas we will review:

  • A full, in-depth review of the 2021 financials (both the P&L and Balance Sheet)
  • Confirm reconciliations of all accounts (checking, savings, lines of credit/loans, Paypal, etc.)
  • If you purchased the Tax Time Tidy-Up then I’ll immediately fix the errors I find
  • If you purchased the Mini Audit you will only be provided with a video explanation of the financial statement review

For us to be a fit you need two things:

  • Be a US based business (subject to US tax laws)
  • Use QuickBooks Online (not Simple Start)

If you said yes to both of those things, please complete the form below to get started: