The Private Money Audit.

What it is, plainly

The audit is the door to The Money Room. It is the only way in. It exists because a stranger paying $1,250 to look at her own numbers, honestly, with someone she's never worked with, is the only validation that matters — for both of us.

You apply. You pay. You hand over read-only access to QuickBooks (or the equivalent) and your last three months of statements. We meet for 90 minutes, on the books, with the goal of leaving you with a clearer answer to the question that's been heavy: what's actually going on with my money, and what should I do next.

What we cover in the 90 minutes

• Where your numbers actually stand today: revenue, true profit, cash on hand, owner pay
• The tax reserve question: what's set aside vs. what's owed, and the gap if there is one
• The owner-pay question: what you're taking, whether it's sustainable, and what the right number looks like
• Subscription & contractor leaks worth cutting this quarter
• The single most important money move you should make this month, regardless of what you do next
• A clear yes or no on whether a Money Room seat is the right fit — and if yes, which one

Three steps

1. You apply

   Short, private form on the homepage. After submitting, the link to pay for the audit and book your 90-minute slot appears immediately.

2. You pay and book

   $1,250 via secure checkout. Your audit slot is locked in. A short prep email follows with what to gather: QuickBooks read access and last 3 months of statements.

3. We meet for 90 minutes

   Inside your books, on a video call. Calm, specific, no slide decks. You leave with a written summary of what we found and the recommendation — yes, not yet, or a clear no.

If you take a seat

The $1,250 credits toward your first month. You choose between the two seats — Base ($2,500/mo) or Fully Handled ($3,000/mo, includes business and personal return preparation and filing). The room caps at ten active seats.

Format

90 minutes, video

Prep

QuickBooks + 3 months

Outcome

Yes / Not yet / No

If yes

$1,250 credits to month 1