Free Financial Checkup
Find out where your books actually stand.
A free, written review of your bookkeeping, payroll and tax setup — with a Financial Health Score and a clear list of what needs attention. No cost, no obligation, and yours to keep even if we never work together.
What we review
- Are your bank and credit card accounts reconciled through the most recent closed month?
- Are the balance sheet accounts supported and believable?
- Do your payroll liabilities agree to your payroll records and filings?
- Are owner draws, distributions and equity handled correctly?
- Are your receivables and payables reliable enough to make decisions from?
- Are tax filings, registrations and estimated payments on the right calendar?
- Are there sales tax, payroll tax or multi-state compliance gaps?
- Could your books survive a lender review, a buyer, or an examination today?
- Are margins, cash flow and your key numbers actually being tracked?
- …and 20 more checkpoints across your books, payroll, tax and reporting.
What you get
A written MegaCFO Financial Health Score — green, amber and red across every category — with the three to five things that need attention first and what we'd recommend doing about each. Delivered within three business days.
We'll need read-only access to your accounting file to complete the review. We'll never make changes without your written approval.
Start your Checkup
Four short steps. It takes about three minutes.