Fixed price bookkeeping diagnostic
Know what needs attention before you change anything.
The Owner-Ready Books Review turns three recent months of bookkeeping into a prioritized findings summary and a clear recommendation. It is for owners who want evidence before choosing cleanup, monthly service, or no change.
The scope
A focused second set of eyes.
Three recent months
Enough recent activity to inspect how the bookkeeping is being maintained without turning the review into an open-ended cleanup project.
Reconciliations
A review of whether bank and card activity appears tied to the accounting records for the selected period.
Balance-sheet support
A look at balances that owners often cannot verify from a profit and loss statement alone.
Prioritized findings
A written summary that separates immediate corrections from questions, observations, and longer-term improvements.
What you receive
Clarity you can use, without an automatic sales conclusion.
Findings summary
A concise record of the items that appear to need attention and why they matter.
Priority order
A practical sequence so you know which questions and corrections should come first.
Recommended next step
Cleanup, monthly bookkeeping, specific corrections with the current provider, or no change when the books appear appropriately maintained.
Good fit
Use the review when uncertainty is the real problem.
- You have reports, but you are not sure the accounts were fully reconciled
- You are considering a provider change and want evidence first
- The profit and loss looks plausible, but the balance sheet is unclear
- You need an organized starting point before cleanup
Boundaries
A bookkeeping diagnostic, not assurance or tax advice.
The Books Review is not an audit, review, compilation, tax return, legal opinion, fraud examination, or guarantee that every issue will be identified. Conclusions are limited to the records and access provided.
If the records reveal a larger or more complex scope, you will receive that information before any additional work is proposed.
Common questions
Before you book.
What is included?
Three recent months of bookkeeping, reconciliations, balance-sheet support, unusual balances, reporting inconsistencies, a prioritized findings summary, and a recommended next step.
What does it cost?
The fixed price is $500. If monthly service begins within 14 days, the review fee is credited toward onboarding.
Do I have to become a monthly client?
No. The review stands on its own. You can use the findings with your current provider or decide that no change is needed.
Can you review any business?
The service is designed for owner-led service businesses. Complex multi-entity, inventory, construction, real-estate, or unresolved historical records may require a different scope after an initial conversation.
Owner-Ready Books Review
Replace uncertainty with a clear first step.
Book a 30-minute call so Aya can confirm the review fits your books before you purchase.
Book a review call