When Your Client’s Financials Need Review
As a business advisor, your role is strategy, direction, and decision-making.
But when financial records raise questions, progress slows — not because of strategy, but because the numbers need clarity.
That’s where I step in.
I work in a very specific lane: reviewing and correcting financials when they need to hold up under closer scrutiny — not just providing routine bookkeeping services.
I’m typically engaged when:
-
Financials look clean but don’t fully reconcile
-
Transactions are miscategorized or inconsistent
-
Reports don’t align with bank activity
-
Questions start surfacing that need clear answers
My work is diagnostic-first and corrective. I identify what’s off, reconcile accounts precisely, and ensure financial reports are accurate, consistent, and defensible.
This allows you to stay focused on advising — while the financials are quietly brought back into alignment.
I’m not part of reciprocal referral arrangements. I’m engaged directly when a financial review or cleanup becomes necessary.
With over a decade of accounting experience, I help your clients:
- Identify and correct inaccurate transactions
- Reconcile every account back to the penny
- Produce clean, credible financial reports that are funding-ready
- Restore confidence in their business numbers
You’ll stay focused on your area of expertise—while I handle the financial cleanup that gets your clients back on track.
Why Consultants Love Referring Their Clients to Me
✅ Professional Partner – I treat your clients with the same care and communication you do.
✅ Fast, Accurate Turnaround – I specialize in multi-month or multi-year cleanups, often completed in weeks.
✅ Referral Rewards – Receive a $125 credit or referral bonus for every client who completes a cleanup or Books Diagnostic Review™.
How It Works
- Submit Your Client Below – Share a few quick details using the form.
- I’ll Schedule a Discovery Call – I’ll reach out to your client within 1–2 business days.
- You Stay In the Loop – I’ll confirm once I’ve connected with your referral and update you after the initial review.
