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Triple Threat Review

Triple Threat Business Financial Review

Schedule Your Triple Threat Review Today

The Triple Threat Review provides a comprehensive look at your business's financial health, tax position, and profitability. By identifying potential risks, missed opportunities, and areas for improvement, Prosper Financials helps you better understand where your business stands and where it can go next.

What Is Included

What the Review Covers

Part 1

QuickBooks Online Discovery Review

A professional review of your bookkeeping system to identify inconsistencies or areas for improvement, including:

  • Profit & Loss Statement
  • Balance Sheet
  • Reconciliations
  • Chart of Accounts
  • Uncleared Transactions
Note: This service includes review and analysis only. Any corrections or bookkeeping updates will be handled as a separate engagement.

Part 2

7-Year Tax Return Transcript

Using IRS transcripts obtained through Power Attorney, Prosper Financials will analyze your tax history to identify potential issues and opportunities, including:

  • Filed and Unfiled Tax Returns
  • Wage and Income Summaries
  • Account Transcripts
  • Penalty Abatement Opportunities
You will receive a clear report outlining findings and recommended next steps.

Part 3

Business Structure Analysis

Ensure your business structure is working for you, not against you. This review evaluates whether your business is best structured as a Schedule C or S-Corporation including:

  • Entity Structure Analysis
  • Tax Efficiency Considerations
  • Long-Term Financial Impact

Also Included

Salary Review & Review Call

Reasonable Salary Review (For S-Corps)

For S-Corporation owners, we assess whether your salary meets IRS reasonable compensation guidelines to help reduce audit risk.

One-Hour Consultation & Review Call

Your audit concludes with a personalized consultation where we walk through the findings, answer questions, and discuss practical next steps for strengthening your financial foundation.

Certifications & Memberships

Certifications and memberships: NATP, NAEA, Intuit Certified Bookkeeping Professional, QuickBooks ProAdvisor Elite, Intuit Certified QuickBooks Level 2 ProAdvisor, AIPB, BNI, The Christian Chamber Central Florida and Seminole County Chamber

*Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc. Used with permission under the QuickBooks ProAdvisor Agreement.

Prosper Financials home
Accounting & tax services for small - medium businesses.

Business Hours

Monday - Friday
9:00AM - 4:00PM EST
Located in Central Florida
Serving Clients Nationwide

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