BUSINESS FOUNDATION
If You Can't Trust the Numbers, It's Hard to Make Good Tax Decisions.
Get a clearer picture of your bookkeeping, expense tracking, business records and tax-ready financial systems before they become a bigger problem.
You don't need perfect books before asking for help. If your records are incomplete, inconsistent, behind or simply difficult to understand, Tax Control Group can help identify what needs attention and what should happen next.
Start With a Bookkeeping Diagnostic™
DOES THIS SOUND FAMILIAR?
The Problem Isn't Always That You Have No Records. Sometimes You Just Can't Rely on Them.
YOUR BOOKS ARE BEHIND
You Don't Know Where Things Stand
Transactions may be missing, months may be unfinished, accounts may not be reconciled, or the numbers may not reflect what's actually happening in the business.
EXPENSES ARE HARD TO TRACK
You're Not Confident Everything Is Being Captured
Business spending may be spread across accounts, cards, receipts or systems without a consistent process for organizing and documenting it.
YOU HAVE BOOKS—BUT NOT CLARITY
Reports Exist, But You Don't Trust Them
Having bookkeeping software doesn't automatically mean the information is complete, properly categorized or useful for tax planning and decision-making.
YOUR TAX STRATEGY DEPENDS ON YOUR INFORMATION
Good Tax Decisions Start With Financial Information You Can Actually Use.
Bookkeeping is not simply about having transactions entered into software.
Your financial records help support tax-return preparation, estimated-tax calculations, deduction documentation, planning decisions and your understanding of how the business is actually performing.
When the underlying information is incomplete or unreliable, other tax decisions can become harder to evaluate.
The first step is determining what is working, what is missing and what needs to be corrected.
THE FOUNDATION REVIEW
Four Areas That Can Affect Your Tax-Ready Records
01. BOOKKEEPING
Are the books current enough to provide meaningful financial information?
02. EXPENSE CAPTURE
Is there a consistent process for identifying, organizing and documenting business expenses?
03. SEPARATION
Are business and personal financial activities being kept sufficiently organized and distinguishable?
04. TAX READINESS
Can the available records reasonably support tax preparation and planning, or does additional work need to occur first?
DON'T START WITH CLEANUP. START WITH DIAGNOSIS.
Bookkeeping Diagnostic™
A focused review designed to identify what's working, what's missing and what needs attention before larger bookkeeping or tax work begins.
Before committing to bookkeeping cleanup or rebuilding financial records, it makes sense to understand the condition of the records you already have.
The Bookkeeping Diagnostic™ provides a structured review of the relevant bookkeeping information and identifies the areas that may require correction, organization or additional work.
$750
One-Time Diagnostic
WHAT'S INCLUDED
Know What Needs Attention Before Paying to Fix It
01. REVIEW
Bookkeeping Health Review
Review relevant bookkeeping records and reports within the scope of the engagement to identify obvious gaps, inconsistencies and areas requiring attention.
02. FINDINGS
Business Foundation Findings
Receive an organized summary of the areas identified during the review and the issues that should be prioritized.
03. NEXT STEP
Recommended Correction Route
Receive a recommended next step based on the condition of the records rather than automatically being sold a larger bookkeeping engagement.
START WITH THE RECORDS YOU HAVE
Find Out What Your Business Records Actually Need.
You don't need to clean everything up before asking for help. Start by identifying the condition of your current bookkeeping and the work that deserves attention.
$750
Start My Bookkeeping Diagnostic™WHAT HAPPENS AFTER THE DIAGNOSTIC?
The Next Step Depends on What We Find.
Not every business needs the same amount of bookkeeping work. Your diagnostic may show that your records are largely usable, that a limited correction is needed, or that more substantial cleanup or reconstruction should be considered.
NO MAJOR CLEANUP REQUIRED
Records are sufficiently organized for the immediate tax or planning objective.
BOOKKEEPING CORRECTION
Specific bookkeeping issues need to be corrected.
TAX-READY BOOKS CLEANUP™
Existing books require broader cleanup before they can reliably support the next tax objective.
DEDUCTION CAPTURE REVIEW™
The primary concern is how business expenses are being identified, organized or documented.
ONGOING BOOKKEEPING SYSTEM
The business needs a better process going forward rather than another one-time cleanup.
TAX PLANNING
The records are sufficiently usable, but the larger need is forward-looking tax planning.
Is the Bookkeeping Diagnostic™ the Right Starting Point?
THIS MAY BE RIGHT FOR YOU IF:
- Your bookkeeping is behind.
- You're unsure whether your books are accurate.
- Business expenses are difficult to track.
- Business and personal transactions have become difficult to organize.
- You have bookkeeping software but don't trust the reports.
- You're preparing for tax work and aren't sure whether the records are ready.
- You think cleanup may be necessary but don't know how much.
THIS IS PROBABLY NOT THE RIGHT STARTING POINT IF:
- Your primary need is simply preparing a tax return from already-complete records.
- You received an urgent IRS or state notice.
- Your books are already accurate and your main concern is tax planning.
- You're looking only for general tax education.
The Bookkeeping Diagnostic™ is a defined diagnostic engagement. It does not automatically include bookkeeping cleanup, transaction reconstruction, tax-return preparation, amended-return preparation, tax planning, payroll services or ongoing bookkeeping unless separately included in a written scope of services.
NOT SURE IF BOOKKEEPING IS REALLY THE PROBLEM?
Start With What's Happening.
If you're unsure whether the problem is bookkeeping, tax preparation, planning or something else, start with your current situation and choose the path that sounds closest.
Find My Next Step