Get Everything Your Setup Has Been Missing, In Three Days.
Trusted by 200+ Business Owners, Real Estate Investors, Agents, and Coaches
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, your $1,500 comes back. No process, no questions.
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.
Verified Client Reviews
Join 200+ Operators Who Finally See What’s Possible
Stephen Petasky
CEO, The Luxus Group
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Real Estate Entrepreneur & Podcast Host,
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Questions You're Probably Already Asking
What does $1,500 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 package giving you a real-time view of your full financial picture. All three within three 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.
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 $1,500 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 three 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.
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*The 10X Guarantee applies to the combined findings across your Custom Tax Plan, Back Office Diagnostic, and Financial Reporting Package — 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.