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Stop Guessing.
Start Making Confident, Data-Driven Decisions.

Let's make your data more meaningful, your categories more intentional, and your decisions more confident.

A strong 17hats setup should help you understand your revenue, simplify your bookkeeping, and support smarter decisions - but that only happens when your financial categories, products and services, and revenue streams are structured in a way that reflects how you actually run your business. If you’ve ever looked at a report and thought, “This doesn’t seem right”, you’re not alone. A few simple adjustments can completely change the clarity of your numbers - and that clarity can change everything.

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  • Rely on 17hats for quotes, invoices, or reports
  • Aren’t sure if your income categories or products are structured correctly
  • Feel confused (or frustrated) by your reports
  • Aren’t confident that your numbers are telling you the full truth
  • Want stronger insight without diving into the weeds of bookkeeping
  • Want your CRM to support a business that’s a blessing, not a burden

This session is perfect for you if you:

You don't need to be a financial expert - just someone who wants cleaner, more meaningful data inside the system you already use.

I'm ready, let's go!

The Financial Foundations Audit gives you a strategic review of how your 17hats financial settings are organized — not a review of your bookkeeping or individual transactions. I’ll walk through your categories, product list, taxability settings, revenue stream structure, and your QuickBooks integration (if you use it).

The goal is simple - help you trust your data, understand your reports, and make financial decisions with more confidence and less stress.

how it works

I’ll log into your 17hats account and review the areas that influence how your financial data is organized and displayed, including:
  • Income & expense categories
  • Product and service setups
  • Mapping of revenue streams
  • Taxability settings
  • Chart of accounts mapping
  • Sales tax setup
  • Reporting structure
  • QuickBooks integration (if applicable)

After the session, you’ll walk away with:
  • A clear understanding of how your current setup is functioning
  • Practical recommendations to clean up or reorganize categories
  • Insight into whether your revenue streams are being tracked effectively
  • Suggestions for updating taxability settings (setup only, not compliance)
  • Tips for better reporting and cleaner data flow
  • A simple list of prioritized next steps

Here's the Step by Step Process:
  1. Click the I'm Ready button below, check out, and then:
  2. Select and Schedule the date for your Audit Summary Zoom Call. 
  3. Complete a short pre-review questionnaire so I understand your business model, revenue streams, and current financial tools.
  4. Grant me temporary access to your 17hats account and Quickbooks account, if applicable.
  5. I'll send you a written summary of findings and recommendations.
  6. We’ll meet for a 30-minute review call to discuss the report.

Are you Ready to Get Started?

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