The Business Diagnostic · For owners of a US business

Was it filed right? Did you overpay? Are the books right? Three answers, in writing.

A licensed CPA reads your last business return and your books together and answers the three things every owner actually asks: was the return done right, did you overpay and by how much, and are the books done right. Then the fixed price to fix it.

$250USD

Credited in full toward the work when you engage us. No deadline on that.

★★★★★
5.0 from clients on Google
Business Position ReportPrepared for you · Blue Cloud CPA
Where you stand

The return is mostly right. The way you pay yourself is costing you about eleven thousand a year, and the books can't be trusted past April. All three are fixable this quarter.

  • 1. Was the return done rightp. 1
  • 2. Did you overpay, and by how muchp. 2
  • 3. Are the books done rightp. 4
  • 4. The fix, priced three waysp. 5
Yarik Yarosh, CPA
Licensed in the US (AICPA) and Canada
Reviewed
Left on the table
$11,400
a year, from how the owner is paid
Books reconciled to
April
five months the return can't trust
Delivered in
3 to 4 business days
Return and books, read together
Written by Yarik Yarosh, CPA
Licensed CPAUS (AICPA) + Canada
$250, credited in fullComes off the work, no deadline
3 to 4 business daysAfter you finish the questions
A fixed price, in writingThe last page. Nothing hourly.
Why a written read

Most business returns are filed, not read

Every owner has the same three questions and almost nobody gets them answered: was the return done right, did I overpay, and are my books right. The answers live in two places at once, the return and the books, and the person who did one of them rarely looked at the other. So we read both, together, and put what we find in writing.

The usual way

"My guy just files it"

  • The return checked against the booksnever
  • How you pay yourself, checked against the profitnever
  • Retirement, health, vehicle, home officewhatever you mention
  • The books, actually looked atat tax time, if then
  • How it endsa bill in April
The most expensive tax preparer is the one who never asks a question.
VS
Advice you own
The Business Diagnostic

Your return and your books, read together

  • Was the return done rightevery line
  • Did you overpay, and by how muchin dollars
  • Are the books done rightreconciled, checked
  • The fix, priced three ways, flatthe last page
  • How it endsa 20-min results call
The report is yours either way. Take it back to your preparer if you like.
What you get

A business position report, not a shrug

Written for you, in plain language, by the CPA who read your file. Where a number appears, it comes from your own return and your own numbers.

  • Was the return done right?Every line read against the books. What was wrong, what was missing, and whether it's worth amending.
  • Did you overpay, and by how much?How you pay yourself, the retirement room nobody set up, the deductions the software never asked about. One number: what the current setup costs you per year.
  • Are the books done right?Reconciled to when, what's mixed, what the return can't trust. What the cleanup costs and what monthly costs after.
  • The fix, priced three ways, flatRun it with us, run parts of it yourself, or take it anywhere.
  • Also in your reportYour 12-month deadline calendar, the do-nothing number, and what your estimated payments are set on and why that's wrong.
  • A 20-minute call with your CPA to walk through itIncluded.
Get my written answer and fixed price Read a real business position report

$250, credited in full when you engage us.

Business Position ReportBlue Cloud CPA · prepared for you
What this is worth to you
On last year's profit, the way you're paying yourself is costing you about eleven thousand dollars a year in tax that the right setup avoids. That's the headline, and it recurs every year you leave it.
The one with a clock on it
Two quarters of estimated payments were set off last year's number. This year is bigger. Fixing the next payment stops the penalty from growing.
Reviewed by a licensed CPA
$$250 credited in full
How it works

Three to four business days after you finish the questions, usually faster

Business DiagnosticStripe
Written business position reportincl.
20-minute results callincl.
Today$250
$Credited in full

1. Buy, then share the return and the books

Secure checkout in a minute. Then a short set of questions, your last business return, and a read-only invite to your QuickBooks or Xero (or an export). Fifteen minutes, usually.

Yarik Yarosh, CPA
Your CPA
Yarik Yarosh, CPA
Within 2 business days

2. Your CPA reads both, together

The return is read against the books within 2 business days, with a follow-up if anything's unclear. Every report is reviewed and signed by a licensed CPA.

Business Position ReportPDF
Was it filed rightp. 1
Did you overpayp. 2
Are the books rightp. 4
Results call included

3. Your report, then the call

The report lands within 2 more business days, 3 to 4 after you finish the questions. Then we book your 20-minute results call and walk through it together.

Our guarantee

What you can count on, in writing

If the report doesn't tell you whether your return was done right, whether you overpaid and by how much, and whether your books are right, tell us and we'll refund the $250. No forms, no argument.

  • Three answers, or your money backYou tell us it didn't deliver, we refund it. That's the whole process.
  • The credit never expiresFix the setup with us next week, or hand us the books and the return next year, the full $250 comes off the bill either way.
  • The report is yoursNo meeting where we pressure you. Run the plan with us, hand it to your bookkeeper, or file it away knowing you're fine.
The Diagnostic GuaranteeBlue Cloud CPA
Clause 1. Was it filed right, did you overpay, are the books right, in writing, or the $250 is refunded.
Clause 2. The $250 is credited in full against any engagement, with no expiry.
Questions people ask first

Before you decide

Which businesses does this fit?

A US business you own and run: a single-member LLC, an S corporation, a partnership, a small C corporation, or a sole proprietorship on your personal return. Most of the owners who buy it are somewhere between a hundred thousand and a few million in revenue. If it's a bigger company with a finance team, or a business that straddles the US and Canada, we'll say so on the fit call and point you at the right one.

I already have a CPA and a bookkeeper. Is this still useful?

That's most of the people who buy it. The report reads what they produced and tells you, in writing, whether it's costing you anything. If they've done it right, it says so, and you've bought a second set of eyes for $250. If they haven't, you'll know exactly what and what it's worth, and what you do with that is your call.

Why don't you quote a range for the work?

Because you'd be holding us to a guess. Every piece of the work is a fixed price and the report shows you which pieces your business actually needs. Two owners who sound alike on a call come out thousands apart on that count. The last page is your exact price, flat, with the $250 already off it. If it's more than you want to spend, you keep the report and stop.

Do you need access to my books?

Yes, read-only. Reading the books next to the return is the whole point, it's how we can tell whether the return was right and whether the books are. You add us as an accountant user in QuickBooks or Xero, or send an export if you're on spreadsheets. We change nothing. If you'd rather not, we'll write the report from the return and the questions and say plainly which answers that limits.

Will you tell me if everything is fine?

Yes, and in writing. A report that says "the return was right, you're not overpaying, the books are clean, here are the two things to watch this year" is a good outcome. You paid for the answer, not for bad news.

How fast do I get it?

Three to four business days after you finish the questions, and we're usually faster. That's business days, not calendar days. If we're traveling or backed up, the current turnaround is shown right above the buy button.

Is my information safe?

Payment runs through Stripe, we never see your card. Your return and your numbers go through our secure client portal, the same one our tax clients use.

Get the written answer

Buy it, share the return and the books, and three to four business days later you'll know in writing whether it was filed right, whether you overpaid, whether the books are right, and exactly what the fix costs.

  • Was the return done right, every line against the books
  • Did you overpay, and by how much, in dollars
  • Are the books done right, and what the cleanup costs
  • $250 credited in full when you engage us
Written by the CPA, not a juniorEvery report is reviewed and signed by Yarik Yarosh, CPA. Licensed in the US (Florida, AC61704) and in Canada.
Licensed CPAFixed priceNo pitch

The Business Diagnostic

$250USD

Credited in full toward the work. No deadline.

Get my written answer and fixed price
  • Secure Stripe checkout, we never see your card
  • Your return goes through our secure portal
  • Three answers or your money back

Not sure it fits your business? Book a 15-minute fit call