How it works
Nothing changes hands until a consent form and a simple agreement are signed. We never connect to your bank.
The session and the review
01
Book a strategy session, from $249
A full hour to go through the business and develop plans. The money-found review is included. No obligation to buy anything after.
02
Sign before any records move
A consent form and a simple agreement are signed before any records change hands.
03
Send your exports
PDF, CSV, or QuickBooks exports, and we ask that they come through a one-time upload link rather than plain email. We never connect to your bank.
04
Read the report and decide
You get a short report: what we found, where it is, and what you could do about it. Each finding points to the exact line. You decide what to act on.
A website
01
Tell us what the site needs to do
We talk about the business, the pages, and what a visitor should be able to do.
02
Choose whether to go ahead
If you continue, half is due to start and half when the work is finished.
03
Review the work
You use the revision rounds in your tier. We do not launch until you have seen the work.
04
Launch in your name
You own the domain, the site files, and the accounts. You can host the site anywhere.
If you disagree with a finding
Tell us in writing. We walk through the source line with you. You decide what to act on. This is a records review, not accounting, tax or legal advice.
Your records
Used only for your review. Jeff, the owner, reviews every finding before you see it. Your records are deleted 24 hours after results are delivered and you sign off. We never connect to your bank.
Book a strategy session, from $249
There is no obligation to buy anything after the session. The money-found review is included. We'll never promise a number. We never connect to your bank.
Book a strategy session, from $249