Does the $497 apply toward anything else?

If you start a qualifying engagement with us within 90 days of your diagnostic, we credit the $497 fee toward that engagement. If you don't move forward, the fee simply covers the diagnostic itself.

Business owners who know something isn't quite right, but aren't sure what, or where to start. It's also a good fit if you're inheriting a mess from a prior bookkeeper or preparer and need someone to make sense of it.

Is this a sales pitch dressed up as a diagnostic?

No. You get the written plan regardless of whether you hire us for anything after. If the honest answer is that you need less than what we offer, we'll say so.

What do I need to bring?

Whatever you have: bank statements, prior returns, formation documents, a credit report if you've pulled one. If you're missing something, that's fine, and it's often part of what the plan addresses.

Knoxville, Tennessee · Mon–Sat 10a–7p, by appointment · 865.359.0228

Book a Consultation

— THE DIAGNOSTIC

One session. The whole picture. A plan you can actually use.

$497 for a 90-minute deep review of your books, your taxes, your entity, and your credit, with a written plan at the end. If you start a qualifying engagement within 90 days, the fee is credited toward it.

Book the diagnostic Not sure yet? Talk first

— WHO IT'S FOR

For business owners who need one honest read on everything at once.

Most people come to us with one loose thread: a tax bill that surprised them, books that got away from them, an entity that was set up years ago and never revisited, or credit that's holding a business back. Usually the loose thread is connected to something bigger.

The diagnostic exists for exactly that moment, when you need someone to look at the whole picture at once instead of one piece of it, and tell you the truth about what they see.

— WHAT'S INCLUDED

Everything reviewed in one sitting.

A line-by-line look at your bookkeeping, whatever shape it's in
A review of your last filed return and your current entity structure
A look at where your business and personal credit stand today
An honest read on what's working and what's quietly costing you money
A written plan naming the specific next steps, in order
90 minutes with Melissa, not a rushed intake call

— HOW IT WORKS

What actually happens.

No. 01
You send what you have
Before the session, we ask for whatever books, returns, or entity documents you already have on hand. Nothing has to be perfect or complete.
No. 02
We meet for 90 minutes
We go through the whole picture together: bookkeeping, tax position, entity setup, and credit. You ask the questions that have been sitting with you.
No. 03
You get a written plan
After the session, you receive a written summary of what we found and a specific, ordered list of next steps, whether or not you ever engage us again.

— PRICING

One price, credited forward.

Business Financial Diagnostic

$497

Credited toward a qualifying engagement started within 90 days.

A line-by-line look at your bookkeeping, whatever shape it's in
A review of your last filed return and your current entity structure
A look at where your business and personal credit stand today
An honest read on what's working and what's quietly costing you money
A written plan naming the specific next steps, in order
90 minutes with Melissa, not a rushed intake call

Book the diagnostic

— QUESTIONS

What people ask before booking.

A written plan that names, in order, the specific things to fix or set up next, across your books, your taxes, your entity, and your credit. It's yours to keep and act on however you'd like.

— LET'S LOOK AT THE WHOLE PICTURE

Get one honest read on where things actually stand.

$497 for a 90-minute review and a written plan, credited toward a qualifying engagement within 90 days.