The system we use to turn messy books into decision-ready data and help business owners finally pay themselves with confidence.
Imagine this.
Would you believe one of our clients went six months without paying herself?
Not because she couldn’t.
Because her QuickBooks was lying to her.
She had clients, sales, a booked-out calendar and no paycheck to show for it.
Every time she opened QuickBooks, she felt that sinking feeling: “I don’t even know what I’m looking at.”
That’s the real problem. Not lack of money, but lack of clarity.
What We Discovered in Her QuickBooks
When she booked a QuickBooks Wellness Check, here’s what we found hiding in her file:
❌ Bank accounts unreconciled for over a year
❌ Duplicate income inflating revenue
❌ Expenses coded to the wrong categories
❌ No visibility into what services were actually profitable
On paper, it looked like a six-figure business. In reality? She was losing money every month.
Once we cleaned up her books and built her 90-Day QuickBooks Roadmap, everything changed.
She went from chaos to clarity and started paying herself every month, confidently.
Why Messy Books Keep You Broke (Even When You’re Busy)
You’re not broke. Your books are just messy.
Most business owners start QuickBooks with the best of intentions… until real life hits.
Between client work, invoices, tax deadlines, and 47 Chrome tabs, it’s easy to lose track.
We see the same nine mistakes over and over again:
- Double-recorded income
- Mixing business and personal expenses
- Misclassified or duplicated expenses
- Havoc with transfers
- Missing sales tax or payroll liabilities
- Lingering undeposited funds balances
- Mystery transactions in opening balance equity
- Unreconciled bank accounts
- Negative asset or liability accounts
Sound familiar? You’re not alone. (Want the full list of errors and where to find them? Grab the FREE 9 Costly QBO Mistakes PDF here)
Link: https://offers.vegterfinancial.com/qboerrors2?utm_source=blog&utm_medium=title&utm_campaign=90-day-roadmap-2025-11-13
That’s why we built the 90-Day QuickBooks Roadmap. The same system we use for every client inside our Wellness Check.
The 90-Day QuickBooks Roadmap
Phase 1: Clean Up the Data
Start by clearing the clutter.
- Reconcile every bank and credit card account
- Remove duplicates
- Correct income and expense categories
This is the part most people skip, and it’s exactly why their reports lie. Clean data is the foundation for every decision.
Phase 2: Customize Your Chart of Accounts
Your business isn’t generic and your QuickBooks shouldn’t be either.
We tailor every chart of accounts to reflect service lines or offers. That means you can finally see which clients, services, or projects are actually profitable.
Phase 3: The Owner Pay Formula
This is where Backwards Thinking™ comes in.
Most accountants look at what’s left. We start with what matters — your goals, your pay, your peace of mind — and build backwards from there.
That means designing your CEO Pay Plan first, setting up automation for transfers, and forcing your business to live within what’s left. It’s how we help you stop working for free in your own business.
Phase 4: Monthly Decision-Ready Dashboard
Once your QuickBooks is clean, we give you simple metrics that actually matter:
✅ Profit by service line
✅ Cash position
✅ Accounts receivable / payable
✅ Owner draw history
With these numbers in place, you can finally make decisions with confidence instead of guesswork.
The Backwards Thinking Advantage
Clean books aren’t about bookkeeping. They’re about strategy.
With decision-ready numbers, you can:
- Hire the right people (not just warm bodies)
- Know your profitable services
- Pay yourself consistently
- Build real wealth, not just revenue
Because when your books are clean, your mind is clear and clarity is the new cash.
Ready to Go From Chaos to Clarity?
If you’ve ever said, “We’re growing, but I still feel broke,” this is your moment.
🎯 Step 1: Download your free checklist → 9 Costly QuickBooks Mistakes
Spot the hidden errors keeping you from profit clarity.
🎯 Step 2: Book your QuickBooks Wellness Check → $250
You’ll get:
✅ A full file review to spot the costly errors inside your QuickBooks
✅ A personalized video walkthrough
✅ A 90-day roadmap to turn your numbers into decisions
You work too hard to feel broke or buried by your books. Let’s clean them up, make them useful, and make sure your business finally starts paying you back.
