Schedule Your Sovereign Ledger & CFO Audit
A discreet, 20-minute diagnostic session paired with our complimentary 48-hour chart-of-accounts forensic review. Uncover misallocations, unclaimed credits, and burn rate optimizations.
Elin Lindqvist, CPA
Partner & Fractional CFO Practice Lead
Ex-KPMG • 14+ yrs Venture Treasury
“Our goal in this 20-minute audit is simple: pinpoint exact leaks in your current ledger, tax credits you are missing, and give you an actionable roadmap.”
What Happens During Audit
Zero Cost-
1
Read-Only General Ledger Review
Secure integration with QuickBooks, Xero, or NetSuite without write permissions or transaction capabilities.
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2
SaaS Leak & Misclassification Scan
Algorithmic detection of redundant seat licenses, duplicate vendors, and improperly coded operating expenses.
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3
Tax Credit Evaluation (R&D • Section 174)
Verification of qualified research activity, domestic payroll offset eligibility, and compliance reserves.
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4
CFO Synthesis & Fixed-Fee Blueprint
Complete diagnostic report with clear reconciliation roadmap and transparent ongoing pricing—strictly zero sales pressure.
Audit Session Reserved
A calendar invitation along with the bilateral mutual NDA has been transmitted to your email address. Senior Partner Elin Lindqvist will conduct your diagnostic review.