Are you scared you’re overpaying Uncle Sam?

Our FREE bookkeeping review will make sure you’re ready for taxes and taking advantage of available deductions

What is a Diagnostic Review?

WE PULL UP THE “HOOD” OF YOUR BOOKKEEPING AND LOOK AT WHAT’S GOING ON INSIDE.

You know that scanner they hook your car up to at the mechanic’s shop to read the code to tell you what’s wrong? That’s what we do – for your financials!

We regularly find thousands of missing dollars, incorrect categorizations, and unused deductions for our clients during this review.

This is a diagnostic – we’ll show you a high-level overview of what’s wrong and where you need to make changes. You can take our diagnostic and fix things yourself, hire someone else to execute on our plan, or work directly with us. The choice is yours!

You need a review if…

You’re prepping for tax season

We’ll complete a high-level overview that highlights any gaps or major errors in how your expenses are categorized, how your numbers are calculated, and where you’re missing out

You don’t have reliable financial data

Without clean, organized, accurate books – it’s hard to use your numbers to make strategic decisions in your business. If you feel like you’re flying blind, we can point out improvements

I NEED THIS REVIEW

You’ve outgrown your current bookkeeper

If you’re not sure your current bookkeeper is a good fit for where your business is now, we can take a peek and give you valuable insights about what’s working or where things need to change

Who can apply for a Diagnostic Review?

WE WANT TO OFFER THIS FREE REVIEW TO AS MANY CEOS AND FEMALE BUSINESS OWNERS AS POSSIBLE…

But, you do need to have a few things in place in order for this review to be successful:

✓ Must have an existing bookkeeping system (it doesn’t matter what software you use (or spreadsheet), we’ll just need access to it)

✓ Must be willing to accept suggestions, acknowledge gaps, and make the changes you need to be compliant and set your business up for maximum success

✓ Must be either a course creator, coach, creative or an eCommerce woman owned business owner making over $250k annually

✕ If you don’t have bookkeeping records, there is nothing for us to review and we recommend booking a call anyways to talk about us setting it up for you

How does this work?

WE’RE INTO KEEPING THINGS SIMPLE, ORGANIZED, AND EFFECTIVE AROUND HERE.

Like you, we want results.

SO THIS IS HOW THE DIAGNOSTIC REVIEW GOES:

You click any of the buttons on this page to schedule your free 30-min consultation – this isn’t a sales call, it’s a chance for us to understand your business and gather important details that help us understand and review your books
Our team completes the Diagnostic Review (aka we review your current bookkeeping) within 1-2 business days so we can clearly see what’s going on and where the issues are
Once the review is complete, we create a video overview report of your current bookkeeping, highlighting things that could cause issues or be a red flag
We create and share a custom proposal for what it would look like for us to correct what we find (there is no obligation to move forward with us – but we’re here to solve your bookkeeping problems if you want us to!)

We typically like to discuss the results of your Diagnostic, answer all of your questions, and go over your custom proposal over a Zoom call – hot cup of coffee optional, but recommended.

Our FREE Diagnostic Review is our favorite way to give you a peek behind-the-scenes of the impressive work we do here at Magnetic. You in?

SCHEDULE MY REVIEW

“INSERT QUOTE FROM RAVING CLIENT”

Full testimonial here.

– Who Said It

$8k/month of failed payments that no one followed up on… equal to $96,000 for the year of missed revenue

This free bookkeeping review delivers serious results

HERE ARE JUST A FEW OF THE THINGS WE’VE FOUND:

Missed expenses for payment processor fees of over $125,000 resulting in HUGE tax savings for this 2.5 mil business

Found miscategorized transactions that could have caused missed deductions of up to $30k

An app error that was doubling the recorded income resulting in extra, completely unnecessary taxes paid

Who will be completing my Diagnostic Review?

The Magnetic Profits team is the best in the business. Led by serial entrepreneur and multi seven-figure business owner, Alyssa Lang, our team is obsessed with over delivering.

We don’t miss deadlines.
We’re next-level organized.
And we’re passionate about helping powerful, female e-commerce, creative, coaching, and course creating CEOs who are on a mission to make a bigger impact in the world.
You’ve never put your books in better hands

LET US REVIEW YOUR BOOKS