Five questions, and you know what you are buying
Entities, transaction volume, payables and receivables, payroll and the state of the books. Returns the shape of engagement that fits and what it would cover.
Takes about 30 seconds · No sign-up
Question 1 of 5
How many companies are we keeping books for?
Separate legal entities, not bank accounts.
While you are here
The other tools answer different questions, and none of them need an email address either.
1 minute
All toolsBooks health check
Find out what shape your books are actually in
Open the tool15 secondsClose date calculator
See when your first close would land
Open the toolFind out what shapeyour books are actually in.
The free books health check walks your software, transaction volume, and close history. You leave with a clear scope and a number — whether or not you hire us.
- 30 minutes with a CPA, not a sales rep
- A written scope and a flat monthly number
- No obligation, and no follow-up sequence