A one-time async review of your last 3 months of books, designed for wellness practitioners who are managing their own finances and want a professional set of eyes to make sure they are on track.
After purchasing, you will complete a short intake form and share access to your books. Within 10 business days you will receive a personalized video walkthrough and written summary covering:
-Whether your income and expenses are being -tracked completely
-A review of your categorization for accuracy and consistency
-A Profit and Loss summary for the period
-Answers to your 3 submitted questions
-One clear action item to implement right away
No ongoing commitment. No live calls required. Just clear, honest feedback on where your books stand and what to do next.