Account Review

If your books are starting to feel more like a mystery novel than a clear record of what’s happened in your business — this is where we begin.

The Account Review is a one-time service where I comb through your bookkeeping file and check for anything that looks off, outdated, or just plain confusing.

I’m talking:

old unreconciled accounts
funky balances
duplicate or missing transactions
messy integrations from Shopify, PayPayl, CRMs, and more

This isn’t just a quick glance — I go section-by-section through your file to spot problem areas, clean-up needs, and anything that might be tripping up your financial reports or stressing out your CPA.

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