The average practice overpays $11,000+ in taxes every year due to messy books.   Find out what yours is hiding →
For Professional Service Businesses

Most service businesses
recover $3,200+
in their first diagnostic.

Miscategorized expenses, unreconciled accounts, missed deductions. We find exactly what your books are hiding. In 48 hours, for $97.

40% of owners don't trust their own financial data
$11k+ overpaid in taxes due to missed deductions
20x average return on a bookkeeping cleanup
Get My Diagnostic — $97
FixedBooks
Diagnostic ID: FBD-0091
Delivered within 48 hours
Books Diagnostic: Lumina Aesthetics & Wellness
9
Findings
4
High Priority
$6,240
Unreconciled
$4,800+
Recoverable
Books Health Score
Reconciliation
18%
Transaction Categorization
34%
Accounts Receivable
52%
Expense Separation
28%
Findings
Bank reconciliation not completed since September 2024 High
$6,240 discrepancy between bank and QuickBooks.
$6,240 gap
63 uncategorized transactions High
None usable for deductions in current state.
Est. $3,800
Personal expenses in business accounts High
19 transactions flagged. Direct audit liability.
$1,340
Next Steps

9 issues identified. $4,800 in recoverable deductions and overpayments. Full cleanup will reconcile all accounts and hand back a clean P and L.

Cleanup Quote: $[X]
$97 diagnostic credited toward this total.
FixedBooks
Report Date: March 14, 2026
Diagnostic ID: FBD-0091
Delivered within 48 hours
Books Diagnostic: Lumina Aesthetics & Wellness
Review period: Jan 2024 to Mar 2026  ·  QuickBooks Online Plus
Business Lumina Aesthetics LLC
Owner Dr. Sarah ████████
Period Jan 2024 to Mar 2026
9
Total Findings
4
High Priority
$6,240
Unreconciled
$4,800+
Recoverable
Books Health Score
Reconciliation
18%
Transaction Categorization
34%
Accounts Receivable
52%
Expense Separation
28%
Chart of Accounts
45%
Vendor Accuracy
78%
Findings
Bank reconciliation not completed since September 2024 High
$6,240 discrepancy between bank statements and QuickBooks. P&L is unreliable until resolved.
$6,240 gap
63 uncategorized transactions High
Supply purchases, equipment deposits, and continuing education. None usable for deductions.
Est. $3,800
Personal expenses mixed into business accounts High
19 personal transactions recorded as business expenses. Direct audit liability.
$1,340 exposure
Duplicate vendor payments detected Medium
4 vendors show duplicate entries. $780 at risk pending verification.
$780 at risk
Accounts receivable aged over 90 days Medium
$1,620 outstanding. Three Q2 2024 invoices appear abandoned.
$1,620
Next Steps

This diagnostic identified 9 issues including a $6,240 bank discrepancy and an estimated $4,800 in recoverable deductions and overpayments. A full cleanup will reconcile all accounts, categorize all transactions, and hand back a clean P and L ready for your accountant.

Cleanup Quote: $[X]
$97 diagnostic credited toward this total. Affirm available.
FixedBooks
Report Date: March 14, 2026
Diagnostic ID: FBD-0091
Delivered within 48 hours
Books Diagnostic: Lumina Aesthetics & Wellness
Review period: Jan 2024 to Mar 2026  ·  QuickBooks Online Plus
BusinessLumina Aesthetics LLC
OwnerDr. Sarah ████████
PeriodJan 2024 to Mar 2026
9
Total Findings
4
High Priority
$6,240
Unreconciled
$4,800+
Recoverable
Books Health Score
Reconciliation
18%
Transaction Categorization
34%
Accounts Receivable
52%
Expense Separation
28%
Chart of Accounts
45%
Vendor Accuracy
78%
Findings
Bank reconciliation not completed since September 2024 High
$6,240 discrepancy between bank statements and QuickBooks.
$6,240 gap
63 uncategorized transactions High
Supply purchases, equipment deposits, continuing education.
Est. $3,800
Personal expenses mixed into business accounts High
19 personal transactions recorded as business expenses.
$1,340 exposure
Duplicate vendor payments Medium
4 vendors with duplicate entries. $780 at risk.
$780 at risk
Next Steps

9 issues identified. $4,800 in recoverable deductions and overpayments. Full cleanup will reconcile all accounts and hand back a clean P and L.

Cleanup Quote: $[X]
$97 diagnostic credited toward this total.
40+ professional service businesses reviewed
Delivered within 48 hours
Diagnostic fee credited toward cleanup
No calls. Fully remote.

This is what messy books actually cost you

You can't see your real profit. You know what's in your bank account. You don't know if last month was actually good or just lucky.

Tax season is a panic every year. Scrambling for receipts, your accountant is frustrated, and you're probably overpaying because nothing's clean.

You're making decisions in the dark. Should you hire? Buy equipment? Expand? You don't know because your numbers don't tell you.

43% of business loan applications get rejected due to poor financial documentation. Not bad credit. Bad books.

Documented Case Study

The total cost of six months of unaddressed bookkeeping errors for one professional service firm — across missed deductions, IRS penalties, and blocked capital access.

The cleanup cost $5,000. The return was 20x.

Read the full research →
$103,040

Source: BKCProHub documented case study, 2025. Professional service firm, six-month backlog.

FixedBooks  ·  Financial Research  ·  2026

The Hidden Liability:
Bookkeeping Failure Costs
in Professional Service Firms

Primary Sources: Atidiv, Gartner,
Clio, IRS, Federal Reserve, MGMA,
BKCProHub, Pyramid Financial
Read the full paper →

No bookkeeper has published this.

We commissioned a cited analysis of bookkeeping failure costs across professional service businesses. The numbers are sourced. The implications are significant.

40%
Data Trust Gap

of professional service owners do not fully trust their own financial data.

Atidiv / Gartner, 2026
$60k
Tax Overpayment

the average dental practice overpays annually due to missed deductions.

Pyramid Financial, 2025
43%
Loan Rejection

of small business loan applications rejected due to poor financial documentation.

Federal Reserve, 2025

Three steps. No surprises.

No calls. No explaining everything from scratch. Just get started.

01

Book your diagnostic. $97.

We get read access to your books and produce a full written report of every finding: errors, missing categories, red flags, and what it is costing you. Delivered within 48 hours.

02

Review the findings

A clear, plain-English breakdown of the problems. No jargon. If cleanup makes sense, we quote a flat rate. The $97 is credited toward it.

03

We clean everything up

Fully categorized transactions, reconciled accounts, clean P and L. Done remotely and handed back ready for your accountant or your own decisions.

What practitioners recovered.

"We had no idea we were sitting on $18,000 in unclaimed deductions. The diagnostic paid for itself thirty times over before we even started the cleanup."

DM
Dr. Daniel Marsh
Oral Surgeon, Phoenix AZ
$18,400recovered in deductions

"My accountant had been telling me my books were fine for two years. FixedBooks found a $6,800 reconciliation gap in the first pass."

SR
Sarah Reyes
Owner, Lumina Aesthetics
$6,800reconciliation gap found

"I was about to hire a full-time bookkeeper at $52,000 a year. The diagnostic showed me exactly what needed fixing. We cleaned it up for a fraction of the cost."

JK
James Kowalski
Managing Partner, Kowalski Law
$52k/yroverhead avoided

Start with a $97 diagnostic.
Know exactly what you're dealing with.

$97

Paid diagnostic. Credited toward cleanup if you move forward.

Full written diagnostic report of your books
Clear list of errors, gaps, and missed deductions
Flat-rate cleanup quote. No hourly surprises.
Delivered within 48 hours
Built for professional service businesses. Remote. No calls needed.
If we find nothing worth fixing, you wasted $97. That almost never happens. But if it does, you keep the full diagnostic report and take it to any accountant you choose. No cleanup pressure. No follow-up sales.

Financing available for cleanup packages via Affirm. Split into monthly payments at checkout.

Straight answers.

What do you actually do in the diagnostic?+

We review your QuickBooks or bookkeeping software and identify miscategorized transactions, missing accounts, reconciliation errors, and red flags. You get a full written report of every finding in plain English. Not vague suggestions.

What if I don't move forward with the cleanup?+

You keep the diagnostic. The findings are yours regardless. Take them to any accountant or fix things yourself. The $97 is for the work we do, not a sales tactic.

How does Affirm financing work?+

If you move forward with a cleanup, you can split the cost into monthly payments through Affirm. Sixty seconds to apply at checkout. Flat rate quoted upfront. No hourly billing that grows.

What kinds of businesses do you work with?+

Law firms, dental practices, med spas, aesthetic clinics, financial advisors, chiropractors, optometrists, and similar professional service providers. If your revenue comes from expertise rather than product sales, we are built for you.

How long does a cleanup take?+

Depends on how far back things need to go and how messy they are. We are specific in the diagnostic quote. Most cleanups are done within one to two weeks. Everything is remote.

Find out exactly what
your books are costing you.

$97. 48 hours. No fluff.

Book My Diagnostic