The Books That Build™ Process

Everything runs on one simple idea: find the rung you are on, then climb it one step at a time. Start with a free 60-second Discovery Score, and move up only when you are ready.

1. Discovery (free)Answer six quick questions and run the cost calculator. In about 60 seconds you get your Discovery Score and a dollar figure on what messy books may be costing you. No email needed to see your number.
2. Snapshot (free)We look inside your own QuickBooks and build a file-verified read of where you really stand, plus your Snapshot Score and the biggest problem we find, in real dollars. It is yours to keep.
3. DiagnosticA graded, area-by-area review tied to your documents. We score each area, tie every finding to its source, and hand you a fixed price to fix it. You know the number before any work begins.
4. CleanupWe fix everything the Diagnostic found and bring your books current and correct, then hand you a clean file your CPA can work from.
5. MonthlyOngoing bookkeeping that keeps your score where it belongs: reviewed, reconciled, and reported every month so nothing drifts.
6. AdvisoryOnce the books are solid, we help you use them, with budgeting, planning, and guidance grounded in numbers you can trust.