The What’s Wrong Review
A simple, no-stress way to understand what’s really happening in your QuickBooks file.
If you’re a consultant, speaker, or trainer, your time is limited, and your books shouldn’t add to the noise.
When things feel “off,” it’s hard to trust your numbers or make savvy business decisions. The What’s Wrong Review is the first step in getting the financial clarity you’ve been missing, without digging through the details yourself.
What You Get
✓ A deep look at your finances using your QuickBooks file as the starting point
✓ A clear, judgment-free list of what’s not working
✓ A written report that summarizes my findings in plain English
✓ Practical next steps based on what your business actually needs
✓ A fixed-fee proposal tailored to your business
Who It’s For
You’re a good fit if you
✓ Own 100% of your company and want financials that support strategic decisions.
✓ Run a consulting, coaching, or training firm with between $500K and $5M in revenues a year.
✓ Use QuickBooks Online, but aren’t sure everything is entered, categorized, or set up correctly.
✓ Want to understand what’s driving your profit each month.
✓ See numbers that don’t match real life, and don’t trust your reports.
✓ Feel unsure whether your current financial processes can keep up with your growth.
✓ Value a smoother tax filing process with fewer follow-up questions from your CPA.
What I Check
I only offer the What’s Wrong Review to clients who are a good match for my processes. During our Get-Acquainted Call, I’ll let you know if this diagnostic service is the right next step.
✦ How well your current system supports your day-to-day work, including invoicing, payments, and basic financial organization
✦ Whether the income you’ve earned is missing, delayed, or sitting in the wrong place
✦ Whether old invoices, unpaid bills, or forgotten items are making your numbers look off
✦ How efficiently you’re collecting client payments and what’s getting in the way of healthy cash flow.
✦ Whether your revenue and expense categories make sense for your business and give you a clear picture of where your profits come from.
✦ How independent contractor payments are tracked, especially items needed for 1099s
✦ Whether rules, templates, or workflows in QBO are helping you or creating more headaches
✦ Mistakes in your financial reports that could lead to major tax-time issues
✦ Whether your QBO settings are causing recurring errors, confusing reports, or unnecessary work
✦ Bank balances and reports that tell two different stories and make decisions harder.
Pricing
Flat fee: $595
One fixed price. No surprises.
If you choose ongoing financial management services:
You’ll get a $300 credit applied to your first monthly invoice when you move forward after your review.
How It Works
Step 1
Tell me about your business.
Complete a short form so I can get a clear picture of where you are and what you’re struggling with.Step 2
Schedule a Get-Acquainted Call.
If it looks like a potential fit, I’ll invite you to book a time for a quick chat.Step 3
We talk through your challenges.
You’ll share what’s going on with your company’s finances, and I’ll explain whether a What’s Wrong Review makes sense.Step 4
If we’re aligned, I’ll offer the What’s Wrong Review.
This review takes hours of work, so I reserve it for clients who are ready for meaningful change.
“Shawanda keeps our QuickBooks clean and up-to-date, ensuring we have what we need to file our taxes on time, budget for live events, and make investment decisions.”
— Leanne Pittsford, CEO, Lesbians Who Tech
“She is insightful and has a great grasp of the technical aspects of accounting systems. We were able to leverage Shawanda’s advice and experience to streamline our financial operation within a couple of weeks of working together.”
— Ghermay Araya, CEO, New Light Technologies, Inc.