Pillar 02 / Money
When the money doesn't add up, you need a clear account of what happened. I review your financial records, trace every payment, flag unusual patterns and put the findings in writing so you can decide what to do next.
See every Money service and request an estimateEntry 01 / Records review
I help business owners and individuals answer hard questions: missing funds, duplicate payments, unexplained charges, vendor irregularities, mixed business and personal accounts, and gaps between invoices, bank activity and what was reported on past tax returns.
Entry 02 / Method
I use modern tools to sort years of statements quickly. Then I go through the transactions myself. Nothing in your report comes from software alone.
Entry 03 / Deliverable
Each engagement starts with a clear question and the records you’re authorized to share. You get a written summary of the transactions reviewed, the discrepancies found, the supporting documents and any open questions.
Entry 04 / Next steps
If the review turns up problems, I can rebuild your books, correct and refile past returns, and set up systems so it doesn’t happen again.
Bookkeeping cleanup
Rebuilding books from bank statements, separating business and personal transactions, and catching up months or years of missing entries so the numbers finally match the bank.
Tax preparation
Tax preparation for small businesses and individuals, plus a prior tax filings review when past returns need a second look. IRS PTIN-registered tax preparer.
Next entry
Tell me what you've noticed, and we'll define which records to review and the question you need answered.
Start a Confidential Review