This Tax & Back Office Diagnostic Pays for Itself 10X Over or You Don't Pay a Dime.
For U.S. real estate investors, flippers, agents, and service business owners ready to stop guessing and start seeing the real numbers behind their business.
Licensed CPAs · 200+ Clients · Secure Checkout · Backed by our 10X Guarantee*
Verified Client Reviews
Join 200+ Owners Who Finally Trust Their Own Numbers
Stephen Petasky
CEO, The Luxus Group
Justin Colby
Real Estate Entrepreneur & Podcast Host,
The Science of Flipping
Spring Bengtzen
Real Estate Investor, Agent, and Coach
Kara Hinshaw
Real Estate Broker
Tyson Williams
Revista Realty
Brady McDonald
Real Estate Investor
Questions, or not sure if you qualify? Talk to our team first.
The bigger your business gets, the more people assume your finances have kept pace.
Most of the time, they haven't.
Here's what it looks like when your financial engine is not firing on all cylinders:
Compliant, not optimized.
Your returns get filed. Your books get closed. April comes, the check is bigger than you expected, and you move on because nobody's ever stopped to check if your setup still fits the business you're actually running now.
A tax strategy still built for the business you had two years ago.
New entities. New deal structures. New income streams. If your strategy hasn't moved with any of that, you're still paying taxes like a smaller, simpler version of your business. That means you're leaving money on the table every April because of it.
There's a real dollar amount attached to what your finances haven't caught up on.
Most owners at your level never find out what that number is. It exists. Nobody's ever made it their job to go find it. That's the only thing this diagnostic does.
Questions, or not sure if you qualify? Talk to our team first.
Compliant, not optimized.
Your returns get filed. Your books get closed. April comes, the check is bigger than you expected, and you move on because nobody's ever stopped to check if your setup still fits the business you're actually running now.
A tax strategy still built for the business you had two years ago.
New entities. New deal structures. New income streams. If your strategy hasn't moved with any of that, you're still paying taxes like a smaller, simpler version of your business. That means you're leaving money on the table every April because of it.
There's a real dollar amount attached to what your finances haven't caught up on.
Most owners at your level never find out what that number is. It exists. Nobody's ever made it their job to go find it. That's the only thing this diagnostic does.
Where You Are Right Now
What You Get With Our Tax & Back Office Diagnostic
Within 3-5 days of getting our team set up, we deliver:
Your Custom Proactive Tax Plan
You get a proactive tax plan built around your vertical, your entities, your deals, and your income.
And it's backed by the same 10X Guarantee behind everything else in your diagnostic: if the strategy inside it doesn't deliver real, quantifiable savings, you don't pay for it.
Your Back Office Diagnostic
We get into your QuickBooks and find every miscategorization, every error, and every gap that's been quietly compounding for months, laid out in plain language.
You'll know exactly what's wrong, what it's already cost you, and what needs to get corrected.
Your Financial Reporting Diagnostic
You get the simple step-by-step system that shows your P&L, balance sheet, trailing 12, and forecasts live in one place, pulled in real time straight from your numbers.
By entity or consolidated, any timeframe you need.
Most of our clients say it's the first time they've actually seen what their business is doing so clearly.
What Happens Next:
1. Tap the button and tell us about you
A quick form with your contact info and a few details about your business, so we can hit the ground running.
2. Lock in your diagnostic
You’ll go straight to a secure checkout. One flat payment, backed by our $15K guarantee.
3. Get your welcome info and upload your documents
Once your payment is confirmed, our team sends your welcome and onboarding details, along with a secure link to upload your documents. All we need is QuickBooks access and your last tax return, and incomplete books are completely fine.
4. Get your full game plan within 5 days
Within 5 days of receiving your documents, you’ll have your tax plan, your back office diagnostic, and your reporting roadmap: which moves fit your business, what each one’s worth, and what needs to happen next.
That’s it. No marathon meetings, and no switching accountants.
Questions, or not sure if you qualify? Talk to our team first.
We'll find at least $15,000 in tax savings opportunities, or we'll give every dollar back.*
Across your tax plan, your back-office diagnostic, and your financial reporting, if we don't identify at least $15,000 in opportunities, you get $1,500 your back. See full terms.
We guarantee our service because we've done this enough to know what's in there.
Your current accountant has never made that promise. Think about why.
Questions You're Probably Already Asking
What does the Tax & Back-Office Diagnostic get me?
Three deliverables: a custom tax plan built around your specific business and entities, a back-office diagnostic flagging every error and gap in your QuickBooks, and a financial reporting diagnostic that reveals the step-by-step process to a real-time view of your full financial picture. All three within five days of onboarding.
What's the $15,000 guarantee?
We identify at least $15,000 in tax savings opportunities, back office corrections, and financial gaps or your $1,500 comes back. See full terms and conditions here.
What happens between paying and getting my plan?
Right after you complete your order and payment is verified, you'll get a confirmation email laying out exactly what to expect at each stage. Within one business day, our team reaches out with a secure link to upload your QuickBooks access and most recent tax return (incomplete records are fine, we work with what you've got).
From there, we get to work building your custom tax plan, back office diagnostic, and financial reporting package, and deliver all three within 5 business days. Once everything's ready, we walk you through it together and answer any questions you have.
I've had the same accountant for years. Do I have to leave them?
This diagnostic doesn't require you to change anything. It tells you whether you should and what it's been costing you not to. What you do with that information is your call.
What do you need from me?
QuickBooks access and your most recent tax return. We handle everything from there.
What if I want to keep working with you after?
Your diagnostic fee is applied as a full credit toward your first month of ongoing services. The diagnostic pays for itself twice: once in what we find, and again when you move forward.
Why does this only take 5 days?
Our process was built specifically for real estate investors, agents, and service business owners. We know what to look for going in, which means we move fast without missing anything.
Questions, or not sure if you qualify? Talk to our team first.
This Is The Diagnostic That Turns Guessing Into A Plan, A Number, And A Next Step.
Every accountant you've had has confirmed you're compliant. None of them have confirmed you're optimized.
This will be the first time anyone's actually opened the hood.
Find $15,000 in savings opportunities or get every dollar back,* so you only lose by not doing it.
© 2026 | All Rights Reserved
*The 10X Guarantee applies to the combined findings across your Custom Tax Plan, Back Office Diagnostic, and Financial Reporting Diagnostic — a standalone advisory diagnostic that does not include tax return preparation, filing, or compliance services. Findings are delivered within three business days of Accruity receiving full QuickBooks access and all items on our requested onboarding checklist.
Findings are calculated as the total identified value of tax savings opportunities, bookkeeping corrections, and financial reporting gaps discovered during the diagnostic. This reflects professional opportunities identified — not net savings, refunds, or outcomes guaranteed to be realized. You are free to act on these findings independently, with Accruity, or with another provider.
If the combined value of identified findings does not meet or exceed $15,000, Accruity will refund the full $1,500 diagnostic fee upon request. If findings meet or exceed $15,000 and you choose to continue with Accruity, the $1,500 will be credited toward your ongoing bookkeeping/back-office retainer. This credit applies solely to bookkeeping and back-office accounting services. Tax return preparation, tax filing, compliance, and ongoing tax planning are separate services, billed separately, and are not affected by this guarantee or credit.
The diagnostic fee is fixed and is not contingent on tax return outcomes, refund amounts, or IRS/state acceptance. The three-day delivery window begins only after complete, unhindered access and documentation are received; delays or partial documentation will extend delivery timelines. This guarantee does not constitute a promise of specific tax outcomes, audit results, or financial performance. Individual results vary based on each client's financial situation.
Offer void for clients where Accruity performs independent attest, audit, or review services, or where prohibited by applicable state accountancy board rules. Accruity professionals are licensed and hold practice privileges in accordance with the states in which they provide services; this guarantee is administered in compliance with applicable state advertising and contingent-fee regulations.
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