Money Clarity Audit
A plain-language look at your last 2-3 months. Your real profit margin, where money's leaking, and three specific things to fix, no jargon, no judgment.
Report delivered in about a week · credit applied if you join the retainer
What You Get
One flat fee. No surprise add-ons before you get your answer.
We go through your last 2-3 months of real transactions, not estimates.
A plain-language breakdown of your real profit margin and where money is leaking.
One call where we go through what we found and answer your questions.
Your $397 counts toward your first month if you move into the retainer.
How It Works
No back-and-forth, no chasing you for documents you don't have handy.
Book your spot and send over your last 2-3 months of statements or connect your bookkeeping software.
We go through your real numbers, no templates, no guesswork, just your actual business.
You receive your written report and get on a call to walk through exactly what it means for you.
What You'll Walk Away With
Is This For You?
Frequently Asked
That's exactly what this is for. Most people who book an audit haven't looked closely at their numbers in months. We work from your bank and card statements even if nothing is categorized yet.
Your last 2-3 months of bank and credit card statements, or read-only access to your bookkeeping software if you already use one. We'll send exact instructions once you book.
About a week from when we receive your documents to when you get your report and walkthrough call.
No. The audit stands on its own. If you decide the retainer isn't right for you, you keep the report either way.
Because the audit involves real hours of work on your specific numbers, it's non-refundable once we begin, but we'll always tell you upfront if your business isn't a good fit before you pay.