Review recurring charges, duplicate tools, and avoidable fees. Reducing future costs creates room in your budget.
THE PRIVATE MONEY AUDIT · VOL. 01
You're making money
Are you keeping it?
Find the small leaks, the missed opportunities, and the questions your accountant should already be helping you answer.
RUN MY MONEY CHECKNo sign-up. No bank login. Your figures stay in this browser.
Not all lost money looks like a big expense.MISSED DEDUCTIONS · FEES · SUBSCRIPTIONS · UNPAID INVOICES
01 / THE MONEY CHECK
Follow the money
Change the sample numbers to yours. Your estimate updates as you type. Use yearly amounts unless the field says monthly.
Enter your numbers
The starting figures are examples for this classroom demo, not real client results.
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Potentially eligible business purchases missing from your records.
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Not sure? Ask a qualified tax professional. This is not your tax refund rate.
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Only include payments you can actually cancel without replacement costs.
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Past fee amounts that better processes could help prevent in the future.
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Outstanding invoices are not automatic savings or guaranteed collections.
An accountant can check whether legitimate expenses are captured and supported, then calculate actual tax effects.
Track overdue invoices and follow up. Collecting revenue improves cash flow; it is not the same thing as a deduction.
02 / THE ACCOUNTANT CHECKUP
What are you paying for?
Mark what your current accountant provides. A “No” can mean it is missing or simply outside your current agreement.
Six questions worth asking
03 / THE DECISION
Don't just switch
Know why
A better accountant relationship starts with clear expectations, not a fear-based sales pitch.
Ask for the details
Request a list of the services you are paying for, monthly reporting dates, and the best way to ask questions.
Set a 30-day plan
Agree on who will reconcile the books, check expenses, address invoices, and explain tax deadlines.
Get a second opinion
If issues remain, compare credentials, service scope, fees, and communication before choosing a new firm.
YOUR NEXT MOVE / PRIVATE REVIEW
Make the next conversation count
Send the accountant a short summary of your questions, not a pile of unorganized financial documents. This demo prepares that message without collecting your data.
01
Bring your bookkeeping summaries and recent financial statements to a secure meeting.
02
Ask how they handle reconciliations, reporting, tax planning, and overdue payments.
03
Get a written scope of services, pricing, and next steps before you hire.
Your accountant review brief
Generated from your entries. Edit before sending. Avoid adding private account details.