Triple Threat Business Financial Review
Limited Time Only: $1,500 Value for $950
The Triple Threat Review provides a comprehensive look at your business's financial health, tax position, and profitability. By identifying potential risks, missed opportunities, and areas for improvement, Prosper Financials helps you better understand where your business stands and where it can go next.
1
QuickBooks Online Discovery Review
A professional review of your bookkeeping system to identify inconsistencies or areas for improvement, including:
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Profit & Loss Statement
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Balance Sheet
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Reconciliations
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Chart of Accounts
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Uncleared Transactions
Note: This service includes review and analysis only. Any corrections or bookkeeping updates will be handled as a separate engagement.
2
7-Year Tax Return Transcript
Using IRS transcripts obtained through Power Attorney, Prosper Financials will analyze your tax history to identify potential issues and opportunities, including:
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Filed and Unfiled Tax Returns
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Wage and Income Summaries
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Account Transcripts
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Penalty Abatement Opportunities
You will receive a clear report outlining findings and recommended next steps.
3
Business Structure Analysis
Ensure your business structure is working for you, not against you. This review evaluates whether your business is best structured as a Schedule C or S-Corporation including:
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Entity Structure Analysis
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Tax Efficiency Considerations
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Long-Term Financial Impact
Reasonable Salary Review (For S-Corps)
One-Hour Consultation & Review Call
For S-Corporation owners, we assess whether your salary meets IRS reasonable compensation guidelines to help reduce audit risk.
Your audit concludes with a personalized consultation where we walk through the findings, answer questions, and discuss practical next steps for strengthening your financial foundation.
*Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc. Used with permission under the QuickBooks ProAdvisor Agreement.
