Ensuring Your Financial Health for a Stronger Tommorrow

Business Health Checkup

Dedicated to providing comprehensive financial insights and personalized strategies to help your business thrive and achieve long-term success.

Is Your Business Financially Healthy?

Many small business owners are unaware of potential issues in their financial records until it’s too late.

WHY??

Communication – or the lack of Communication with your Bookkeeper or Accountant.

My Business Health Check-up Service is designed to provide you with peace of mind by ensuring your financials are accurate and optimized for tax savings.

What I Offer:

Comprehensive Solutions for Your Financial Success

Financial Statement Review

Thorough examination of your financial statements for accuracy and completeness.

Tax Strategy Analysis

Identification of missed tax-saving opportunities and optimization strategies.

Bookkeeping Accuracy Check

Detection of errors and discrepancies in your bookkeeping records.

Detailed Report

Comprehensive report highlighting findings and actionable recommendations. This report gives you the information you need to sit down with your Bookkeeper – Accountant to discuss any findings.

Follow-up Consultation

Additional sessions to discuss findings and assist with implementation

Customized Insights

Tailored advice based on your specific business needs and goals.

Why Choose My Business Health Check-up Service?

Expert Analysis

With years of experience in tax preparation and bookkeeping, I have the expertise to identify inaccuracies and missed opportunities in your financial records.

Unbiased Review

This is an independent review of your financials, ensuring an objective assessment without any conflict of interest.

Cost Savings

By identifying missed tax strategies and correcting errors, I can help you save money and improve your financial health.

Enhanced Communication

I bridge the gap between you and your current Bookkeeper | Accountant, providing clear and actionable insights.

★★★★★

WOW! Your Business Health Check-up was an eye-opener to missed financial information. You identified several tax-saving opportunities that had been missed by my current accountant. With your findings report, I was able to discuss these findings with my accountant and filed an amended return. Thank you so much.
Highly Recommend.
KJ