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The Accounting Confidence Report

CPA-led financial diagnostic to give you clear answers fast!

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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Here’s the truth: most business owners are making decisions with broken, outdated, or flat-out wrong financial data.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:

  1. How quickly your books are closed each month

  2. Whether your bank and credit card accounts are fully reconciled

  3. Your visibility into real cash, revenue, and profit

  4. Clarity of your Chart of Accounts

  5. 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.

  • Your bookkeeper can’t explain where the numbers come from.

  • You want a clean, fast, trustworthy second opinion.

🚫 What This Is Not

No B.S. – Just Fast Answers

  • ❌ Not a tax strategy session

  • ❌ Not a full audit or cleanup

  • ❌ Not a sales trap

This is a fast, flat-fee diagnostic to help you trust your numbers again.

How It Works

  1. Book your report + fill out onboarding form

  2. We analyze your books across 5 KPIs

  3. You get a report + CPA call

  4. Decide next steps for your business

Pricing

Flat Fee: $2,500

No hourly billing. No surprises. Just professional insight, fast!

What's Included:

  • ✅ One-Page Scorecard on 5 Key Metrics

  • ✅ Simple, Clear, Actionable Recommendations

  • ✅ 20-Minute CPA Review Call

Ready to lead with confidence?

Book your call now to reserve your spot for the Accounting Confidence Report.

I'm ready to get my Accounting Confidence Report
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Fill out the form below and we'll get you started with an introductory call.

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