The Accounting Confidence Report
CPA-led financial diagnostic to give you clear answers fast!
Our Clients
What is the Accounting Confidence Report?
Here’s the truth: most business owners are making decisions with broken, outdated, or flat-out wrong financial data. Your books might be ‘done’—but are they right? Are they timely? Can you even understand them? You don’t need to become your own bookkeeper—but you do need to trust your numbers. And if you can’t? That’s costing you way more than you think. This isn’t about blaming your bookkeeper. Even good ones miss things. The Accounting Confidence Report just gives you a second set of eyes—and total peace of mind. This is a fast, CPA-led business diagnostic that checks 5 of the most foundational accounting metrics so you will know what’s working, what’s broken, and what needs fixing. Here is what we review:
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How quickly your books are closed each month
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Whether your bank and credit card accounts are fully reconciled
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Your visibility into real cash, revenue, and profit
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Clarity of your Chart of Accounts
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And how accurately your transactions are categorized
You’ll get a simple, 1-page scorecard with our findings—plus clear, actionable recommendations.
Then we’ll hop on a 20-minute review call to walk you through everything and answer any questions you may have.
Who is this for?
This is for you if…
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You don’t fully understand your current financial reports.
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Your bookkeeper can’t explain where the numbers come from.
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You want a clean, fast, trustworthy second opinion.
🚫 What This Is Not
No B.S. – Just Fast Answers
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❌ Not a tax strategy session
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❌ Not a full audit or cleanup
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❌ Not a sales trap
This is a fast, flat-fee diagnostic to help you trust your numbers again.
How It Works
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Book your report + fill out onboarding form
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We analyze your books across 5 KPIs
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You get a report + CPA call
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Decide next steps for your business
Pricing
Flat Fee: $2,500
No hourly billing. No surprises. Just professional insight, fast!
What's Included:
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✅ One-Page Scorecard on 5 Key Metrics
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✅ Simple, Clear, Actionable Recommendations
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✅ 20-Minute CPA Review Call
Todd Frazier, CPA
Owner
As a licensed CPA with over 20 years business experience, Todd loves helping people overcome obstacles to success. When it comes to accounting and advisory, his experience in the tax world gives him an edge when evaluating your concerns and creating financial strategies. Whether it's building a new business from the ground up or improving on an existing organization, we can help you get to the next level.