Stop guessing. Get a pro Diagnostic Review.
A focused 45-minute virtual call that gives you a clear plan to clean up your books, reduce taxes legally, and feel confident going into tax season.
- ✅ 45-minute private virtual call
- ✅ 3–5 quick wins to save time or money right away
- ✅ Tax posture check with projection and deduction ideas
- ✅ Risk and compliance checklist to stay audit-ready
- ✅ Custom action plan tailored to your business.
We’ll credit your fee toward any cleanups needed.
Encrypted document sharing • Year-round support
What you get
Clarity, a plan, and peace of mind. We focus on the money moves that matter most for the next 30–60 days.
We assess reconciliations, categorizations, and statements to find gaps and cleanup priorities.
We estimate taxes, flag opportunities, and list deduction strategies tailored to you.
We review inflows and outflows to improve margin and owner pay.
We identify compliance risks and outline fixes so you stay audit-ready.
You leave with a step-by-step plan and a roadmap.
Practical tools and automations to save time.
We’ll credit your fee toward any cleanups needed.
- 45-minute virtual call
- Personalized action plan to guide your next steps
- Optional implementation with RizBiz
Spots are limited. Rescheduling policy applies.
How it works
Choose a time that works for you.
We review your numbers, answer questions, and map quick wins.
Receive a simple action plan with priorities and timelines.
DIY with your plan or have RizBiz implement for you.
Schedule now
Pick a time that works for you. You will receive a confirmation right away.
Client stories
“I finally understand what’s going on in my books. RizBiz broke it all down so clearly and helped me clean up months of confusion.”
Coaching Business Owner
“After my Diagnostic Review, I left with a clear plan and confidence to move forward. It was exactly what I needed before tax season.”
Freelancer
“The tax snapshot helped us plan and avoid surprises. 10/10.”
Owner-Operator