Get A Free Bookkeeping Diagnostic Review
Get a clear, expert assessment of your current bookkeeping-at no cost. Discover what’s working, what needs attention, and receive actionable recommendations before you commit to anything.
Hear From Other Local Business Owners
What’s Included In Your
Free Bookkeeping Review
We’ll take a close look at your current bookkeeping setup and highlight the areas that matter most for your business. No pressure, just practical insight.
- QuickBooks or Xero file review for missing or outdated transactions
- Identification of duplicate or misclassified entries
- Bank and credit card reconciliation status check
- Chart of accounts assessment for clarity and relevance
- Review of recent Profit & Loss and Balance Sheet reports
- Compliance and timing review for tax readiness
- Honest, actionable feedback and next steps-no obligation
Who This Is For?
If you own or manage a small service-based business in Charleston or the surrounding area, and want clarity on your finances without the stress, this review is for you. It’s perfect for business owners who want to know where they stand and what to do next-without a sales pitch.
What We’ll Need For Your Bookkeeping Review
To give you the most accurate feedback, we’ll ask for:
- Access to your QuickBooks, Xero file etc
- Recent financial reports (Profit & Loss, Balance Sheet)
- Any questions or concerns you have about your current bookkeeping
Once you submit the form, we’ll follow up with simple instructions for securely sharing these documents.
Why Is This Bookkeeping Review Free?
We believe in providing value first. This review is a no-pressure way for you to see how we work and get practical advice you can use-whether you choose to work with us or not. You’ll walk away with real recommendations and a clear path forward.
Spots Are Limited
We offer a limited number of free bookkeeping reviews each month to ensure every business gets the attention it deserves. Don’t miss your chance to get expert feedback-reserve your spot today.
Disclaimer:
Complimentary bookkeeping reviews are intended for small service-based businesses in the Charleston, SC area. Submissions will be reviewed for eligibility. You’ll be asked to provide access to your bookkeeping software and recent financial reports. Offer subject to availability.
