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
✓ Confidence that your QuickBooks setup supports your business—or clarity on where it doesn’t
✓ A clear explanation of what’s causing confusing or unreliable financial reports, without having to dig through QuickBooks yourself
✓ A low-commitment way to get answers before deciding on any next steps
✓ An experienced, outside perspective that’s honest, practical, and judgment-free
✓ The ability to decide what—if anything—you want to address next, based on real information
Who It’s For
You’re a good fit if you
✓ Own 100% of your company and want financials that support informed decision-making
✓ Run a consulting, coaching, or training firm with annual revenue between $500K and $5M
✓ Use QuickBooks Online but aren’t confident everything is entered, categorized, or set up correctly
✓ Want to understand what’s actually driving your profit each month
✓ See numbers that don’t match real life and hesitate to rely on your reports
✓ Are unsure whether your current financial processes can keep up as your business grows
✓ Value a smoother tax filing process with fewer follow-up questions from your CPA
Who It’s Not For
The What’s Wrong Review may not be a good fit if you
✦ Are looking for someone to clean up or fix your QuickBooks Online file right away
✦ Want training or real-time help using QuickBooks Online as part of this review
✦ Expect implementation, ongoing support, or multiple follow-up calls to be included
✦ Run a brand-new business or don’t yet have consistent financial activity
✦ Aren’t ready to provide timely access, documents, or responses during the review process
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 day-to-day operations, 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 distorting your numbers
✦ How efficiently you’re collecting client payments and what may be getting in the way of healthy cash flow
✦ Whether your revenue and expense categories make sense for your business and clearly show where profits come from
✦ How independent contractor payments are tracked, especially items needed for 1099s
✦ Whether rules, templates, or workflows in QuickBooks Online are helping—or creating more headaches
✦ Errors in your financial reports that could lead to issues at tax time
✦ Whether your QuickBooks Online settings are causing recurring errors, confusing reports, or unnecessary work
✦ Bank balances and reports that don’t line up, making decisions harder
Pricing
Flat fee: $595
One fixed price. No surprises.
If we mutually agree to move forward with ongoing, recurring financial management services, you’ll receive a $300 credit toward your first monthly invoice after the What’s Wrong Review.
This credit does not apply to one-time or project-based services.
How It Works
Step 1
Tell me about your business.
Complete a short form so I can understand your business, your current setup, and what feels off.Step 2
Schedule a Get-Acquainted Call.
If it looks like a potential fit, I’ll invite you to book a brief call.Step 3
We talk through what’s going on.
You’ll share what’s happening with your finances, and I’ll explain whether a What’s Wrong Review is the right next step.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.