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Is the financial health of your business setting you up for success or failure?

Best selling service to establish a CEO overview of your financial foundation, your focuses, and the strategies to 6x your profits!

BENEFITS OF THE Financial Health Audit

The Financial Health Audit is a perfect place for advanced service providers to start when seeking to optimize your businesses’ finances. In 3 easy steps, My signature method is designed to empower you to understand your numbers while helping you to deploy best practices and strategies to retain what you have and grow your top and bottom-line revenue. This is how it works:

We conduct a three-part review to do an in-depth analysis of six vital areas in your business:

This is your opportunity to:

Gain clarity around your         numbers.

Uncover the hidden costs of being your own CFO.

Reassess your spending habits without sacrificing your luxuries.

Receive expert insights about your financial operations.

Prepare your company for expansion.

Rise above your

Our Process can be defined in three Powerful Phases:


We guide you through our proprietary method that has 6x the profit of our current clients.


Then, we conduct a confidential review and analysis of your financials via your accounting system(s), i.e., QuickBooks.


Lastly, we deliver expert recommendations that will instantly show you how to inject more cash into your business, save on operations expenses, and determine your level of readiness for full-scale CFO & accounting services with my team.

What Our Clients Are Saying

I would like to thank Homestead for giving my mother a warm and happy place. I was even treated as one of them while taking their service.

Lorry Melon

Thank God I found Homestead on time. I was able to give my elder family member a loving home which I could not give. Thanks to the Homestead community to help him go.

Steve Smith

One of the best elder caregivers in the town. I loved their behaviour and how they treat people in general.


Amazing service and even more impressive behaviour. I liked their management system and how they treat the elders. . Ut enim ad minim


Answers to Frequently Asked Questions?

How is the Financial Health Audit right for me?

The Financial Health Audit is the best service if you know you’re ready to master your money. The first step to creating more income is analyzing, diagnosing, and treating your current financial landscape. The Financial Health Audit is a high-touch, personalized session that uses our proven methods to set you up for success.

What if I need more support with implementation once I receive my financial health audit?

We have upgrades available to expand the Financial Health Audit service offering and full-scale fractional Chief Financial Officer services. A team member will help ensure you’ve invested in the right level of service. Additionally, we will make recommendations if we assess your needs are aligned with another service.

What other services do you offer?

Handle My Books offers three levels of service:

  • Do it Yourself Level: Digital Products
  • Consultative Level: Financial Health Audits & VIP CFO Days
  • Full-Scale Level: CFO and Done for You Accounting
Is there a refund policy?

All sales are final, and no refund will be issued.

For Scheduled Calls: Due to limited availability, we request that you cancel at least 48 hours before the scheduled call; this allows us to receive other bookings. You may cancel by email.  If you cannot make your FHA Report Call, a pre-recorded video will be sent to you via email. You may be eligible to transfer your service as a credit toward other offers or classes we advertise with less or equal value for up to 30 days from the date of transfer. However, if you do not cancel before 48 hours, you will lose the payment for the Financial Health Audit.

If you have any questions concerning our refund policy, please contact us at 845-460-0010 (Customer Support Text  Line) cfo@handlemybooks.net (Customer Support Email). A member of our team will respond to your inquiry within 48 hours.

Do I get to speak directly with a member of the Handle My Books?

Yes, you will have access to speak with our Chief Financial Officer during your Financial Health Audit. This is a major bonus!

Can I purchase the Financial Health Audit more than once?

Yes, we strongly advise the Financial Health Audit to be purchased between 1-4 times a year, preferably as a part of CEO Days, Quarterly Planning, and Annual Planning seasons.