The Business Diagnostic

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.

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
✓What to fix, in order, then a flat pricethe last page
✓How it endsa written answer, no pitch

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, and what it takes to fix.
✓What to change in your setupBetter ways to set things up as you grow, and which to do first.
✓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 fixed price for the fix, three waysRun it with us, run parts of it yourself, or take it anywhere. You know the cost before you commit.

Find out what to fix Read a real business position report →

The report is $250. If you hire us for any work after that, you get the $250 back as a discount on that work.

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 back as a discount

How it works

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

Business DiagnosticStripe

Written business position reportincl.

Fixed price for the fixincl.

Today$250

$Back as a discount

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.

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

✓In writing, yours to keep

3. Your report, in writing

The report lands within 2 more business days, 3 to 4 after you finish the questions. It's written to stand on its own: what's wrong, how to fix it, and what the fix costs.

Our guarantee

What you can count on, in writing

If the report doesn't tell you what to fix, what it costs and what happens if you don't, 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, you get the full $250 back as a discount on that work 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. What to fix, what it costs and what happens if you don't, in writing, or the $250 is refunded.

Clause 2. If you hire us for any work after the report, you get the $250 back as a discount on that work, 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, how to fix what isn't, and 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 how to fix them
✓$250 back as a discount when you hire us for the work

Signed by a licensed 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

$250USD

The report is $250. If you hire us for any work after that, you get the $250 back as a discount on that work. No deadline.

Find out what to fix

✓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