Payment autopsy
From $197Export-only review — variance memo, chaos score, fix plan. No QBO login required to start.
Request assessmentWork
Start with a payment autopsy from Stripe or PayPal exports — no QBO login required. Firms refer ecommerce processor overflow; you keep the client relationship.
Run free payout check firstExport-only review — variance memo, chaos score, fix plan. No QBO login required to start.
Request assessmentScoped fix after assessment — duplicate imports, payout-as-revenue, missing fees. One pattern, one month, backup first.
Request assessmentEcommerce processor mess you do not have bandwidth for. Free tools for partner firms.
Partner inquiryWhite-label or referral overflow for ecommerce Stripe/QBO mess — duplicate imports, payout-as-revenue, missing fees. Partner firms get free access to payout check and reconciliation SOPs.
Send a partner noteNot tax, legal, or investment advice. Bookkeeping and reconciliation support only — tax strategy and audit opinions stay with your CPA. Client financial data handled per FTC Safeguards practices (MFA, encrypted storage, scope letter before cleanup).