Financial Health Checks (2 versions) + Tax Dig Add-on

If you know you need extra support getting your books in order (like yesterday), I have two easy ways to get started. Both will leave you feeling more organized, compliant, and in touch with the heartbeat of your business: your financials. Once we’ve done one of these initial assessments, it will be much easier for you to know what to prioritize yourself and what to outsource as needed. Either way, let’s get ahead of tax season and help ensure your financial stress this year is minimal.

Let’s get you on the path to financial wellness

I’ve got your back on this.

Quick Financial Health Check

Get an overview of your most critical bookkeeping data and the story it tells about your business. Catch any compliance issues ahead of tax season and prepare for more easeful year-end reconciliation.

You will receive a personalized PDF with red, yellow and green flagged items:

  • Review of P&L for consistency and accuracy

  • Review of Balance Sheet reconciliation status

  • Bank Account reconciliation status

  • 1099 vendor review

  • Review of Items/Services and Product set up

  • Any other obvious red flagged items

$250

Learn more

Full Financial Health Check

If you need a deeper dive into your books, this is the option for you. Especially helpful for S Corps and Partnerships, but also for more complex SMLLC’s. I will evaluate your entire bookkeeping ecosystem and help you ensure not only compliance, but best practices for business and financial health.

You’ll receive a personalized PDF (as above) + prioritized action plan + 1 hour call to review.

  • Accuracy and Reconciliation Status for all business accounts

    • (P&L detailed review, BS review, Reconciliation status, AR and AP review, Draws & Distributions review)

  • Structure and Hygiene of financial accounts

    • (CoA hygiene, Asset tracking, Overall Account audit)

  • Compliance Review

    • (EIN review with QBO setup, Cash vs Accrual setup, Payroll review, Reasonable Comp, 1099 Vendor tracking, Sales Tax Review)

  • Systems and Strategy

    • (Home office/mixed use personal expenses, Duplicate Recurring Charges, Software Review)

$1000 (10% off for first 3 clients to sign up)

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  • “Sara Rose is priceless. She sees the path ahead and helps us plan, envision and stay organized and on track with our goals and values.”

    She is humble, grounded and engaged. She takes the time to understand our business and explain what we don’t understand in a language we can access. What she doesn’t know or what is out of scope for a bookkeeper, she finds answers for and connects us with other professionals to meet that need. She sees the path ahead and helps us plan, envision and stay organized and on track with our goals and values. When things pop up, she is responsive and on top of it. We’ve happily trusted her with the financial details of our family business and personal life for over two years - her integrity is built into who she is and we couldn’t run our business without her!

    — Pam P. Boulder, Colorado

  • “I can always count on her for being one step ahead of things at all times”

    Sara has been my bookkeeper for over a year now, and honestly, bookkeeper isn’t really even a term I like to use when telling people about her because what she does is so much more. I own 3 startups so I’m incredibly time strained, and what I love most about working with Sara is that I can always count on her for being one step ahead of things at all times, which has given me so much time back, along with a peace of mind.

    When Sara says she’s going to do something she always follows through. Contractor invoices are always paid on time and Sara is always helping me with cash flow planning. And when it’s tax time - what used to be extremely stressful for me is now a walk in the park because Sara is so organized and prepared, with all the docs I need, often even interfacing with, and sending them to my CPA.

    I cannot recommend Sara enough. She’s a kind human that I’d refer to anyone in my network. Thanks Sara!

  • “She never made me feel embarrassed about the state of my books or overwhelmed. ”

    Sara was calm, reassuring, incredibly knowledgeable, and completely trustworthy. She never made me feel embarrassed about the state of my books or overwhelmed by the work ahead. Instead, she brought clarity, organization, and steady reassurance. I always felt that my finances were in capable hands and that she genuinely cared about getting things right.


    I am so grateful for her expertise, her patience, and the calm confidence she brought when I needed it most.

    — Courtney