Tax Time
TUNE UP
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I'll find the hidden errors, red flags, and missed deductions in your books within 72 hours, so you can file taxes with total confidence.
What the Tax Time Tune Up gives you:
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Full QBO Diagnostic: I'll find the errors that trigger red flags.
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Deduction Discovery: A hunt for missed expenses.
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Video Walkthrough: A personalized screen-share showing you exactly what to fix.
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The "Tax-Ready" Checklist: Your step-by-step roadmap to April.
This is for you if...
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You manage your own QuickBooks & you aren't sure if you're doing everything correctly
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You're overpaying your CPA because you're handing over messy books during tax time
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You aren't sure you're getting the max amount of deductions possible
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You're behind on your books, or don't reconcile monthly
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You're worried you'll create red flags for the IRS​
How it Works
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Step 1
Complete a quick survey & grant read-only access to your QuickBooks account.​
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Step 2
I'll perform a deep dive diagnostic review to find any red flags & missed deductions within your books.​
Step 3
You'll receive your video walking you through the results, so you know exactly what needs to be fixed before you file!