Your Audit Is Booked — Account Mobility
$97 Business Books Leak Audit

YOU'RE BOOKED.

We have reserved your call and will review your books before we meet.
We need about 10 minutes from you now so we can hit the ground running.

⏱ Complete the form within 24 hours of booking. We need book access at least 72 hours before your call to complete the review in time.
Before Your Call

What we do before we meet

01
Log into your books and review how everything is set up
02
Look for the four financial blind spots in your numbers
03
Identify the one or two issues creating the most pressure
04
Come prepared so the call is focused on solutions, not questions
On Your Call

What you walk away with

01
A plain-language walkthrough of exactly what we found
02
Where cash, margins, or reporting gaps are creating strain
03
Your single top priority for the next 30 to 90 days
04
A clear action plan — what to clean up, track, and stabilize first
You leave with clarity and a concrete next step.
Complete Your Intake

Now let us prepare your audit

The more complete your answers, the more focused your call will be. Everything you share is confidential and used only for your audit.

Business Books Leak Audit

If you choose QuickBooks Online.

Add us as an Accountant user:

Please add chris_kachmar@comcast.net as an Accountant user in QuickBooks Online before our call.

Path: Gear icon → Manage users → Accounting firms → Invite accountant.

If you can’t add us in QuickBooks, upload PDFs for the last 3 months of:

Your documents are used only for this audit and stored securely. Please do not send usernames or passwords.

Before We Meet

EVERYTHING IS IN MOTION.

Once you submit the form and share book access, we will begin your review before the call. We will come prepared so every minute counts.

Clarity Guarantee

If you show up, share your numbers, and do not leave with noticeably more clarity about your situation and next steps, let us know.

We will refund your $97. We are not interested in keeping your money if we cannot create clarity.

Rescheduling

Use the link in your confirmation email at least 24 hours before your appointment so we can make the time available to another owner.

QuickBooks Access and Requested Files

Please provide access or financial files at least 72 hours before your appointment. If we do not receive everything in time, we may need to reschedule so the review can be completed properly.

We look forward to meeting you.