FREE Financial Review & Strategy Session Clarity. Confidence. Control.
Get expert insights into your books. Understand what’s really going on — and what to do next!
Get expert eyes on your finances at zero cost. We’ll uncover hidden errors, pinpoint cash flow leaks, and highlight exactly what’s broken or can be improved.
What Our Clients Say
“I want to say a massive thanks to EzyBookkeeper for helping me with my company’s accounting process. They really saved me a lot of time and money with their quick and efficient work. I can highly recommend them!”
Adam Vekasi
Founder of WellWebDesign
“They’re a small team that will dedicate themselves to helping your company. There are many virtual bookkeeping services available. Most of them have a high turnover rate and won’t hold themselves accountable. You can find this out the easy way or the hard way.”
Jorge Lorenzana Jr
Entrepreneur
What’s Included In Your FREE 2-Hour Bookkeeping Health Check
We’ll look closely at your current financial situation to find hidden opportunities and trouble spots. There are no strings involved, and you can start using the information right away.
- Complete review of your current bookkeeping system and processes
- Identification of costly errors, duplicates, or missed transactions
- Cash flow analysis to spot money leaks and improvement opportunities
- Assessment of your chart of accounts and financial reporting accuracy
- Personalized roadmap outlining exactly what needs to be fixed first
- Direct consultation with our senior bookkeeping experts
Get your free financial health check and start making better decisions with cleaner books.
Who Is This FREE Assessment For?
Whether you’re managing rapid growth, preparing for investment, or simply want peace of mind about your finances, we’ll help you get clarity on where you stand and what needs attention.
This is perfect if you’re:
- Spending sleepless nights wondering if your books are accurate
- Dealing with messy financials from a previous bookkeeper or DIY approach
- Growing fast and need investor-ready financial reporting
- Frustrated with missed deadlines, errors, or unreliable bookkeeping support
- Ready to focus on running your business instead of managing spreadsheets
What We’ll Need To Complete Your FREE Bookkeeping Health Check
To deliver the most accurate and valuable insights during your complimentary session, we’ll need access to a few key documents beforehand.
Don’t worry, everything is handled securely and confidentially.
Basic documents we’ll review:
- Recent financial statements (P&L and balance sheet from last 3 months)
- Current chart of accounts setup
- Sample of recent transactions or bank statements
- Any outstanding bookkeeping concerns or specific questions you have
Once you book your session, we’ll send simple instructions for securely sharing these documents. Most clients can gather everything in under 15 minutes.
Why We Offer This Bookkeeping Assessment At No Cost
Simple, we know how frustrating it is to work with bookkeepers who disappear, make mistakes, or leave you in the dark about your own finances. We’d rather show you what quality bookkeeping looks like than just tell you about it.
This session gives you real value regardless of what happens next. You’ll spot problems you didn’t know existed, understand exactly where your books stand, and get a clear action plan. If we end up working together, great. If not, you’re still ahead of where you started.
We’ve built our reputation on delivering results from day one, this is simply how we prove it.
Ready To Stop Guessing About Your Finances?
Every day you wait is another day of potential cash flow leaks, hidden errors, and missed opportunities. This free assessment could be the turning point that finally gives you the financial clarity and confidence you need to scale your business properly.
Disclaimer:
This complimentary 2-hour bookkeeping assessment is provided for informational and educational purposes only. While we strive to identify potential issues and opportunities in your financial records, this session does not constitute formal accounting advice, tax preparation, or create a client relationship. Any recommendations provided are general in nature and should be evaluated with your CPA or tax advisor before implementation. EzyBookkeeper reserves the right to decline assessments that fall outside our service scope or expertise.