Get a Free Financial Health Evaluation for your medical office or service-based business. We’ll show you where your books are leaking money, how much risk you’re carrying, and what it would take to get truly audit-ready — with clear options for ongoing bookkeeping + tax support.
Have questions? Contact us
What You Get in Your Free Financial Health Evaluation
In one session, we’ll walk you through four things:
Missed deductions, bad coding, unreconciled deposits, insurance mismatches, job-cost gaps.
IRS exposure, audit risk, payroll/1099 issues, documentation gaps, compliance red flags.
Cleanup scope, timelines, what needs fixing, and what can stay as-is.
Flat-rate monthly bookkeeping, Tax-Smart Bookkeeping, and the Bookkeeper + Tax Integration System™.
By the end, you’ll know exactly where you stand and what your best move is — whether you choose GTB or not.
If that’s you, you’re in the right place.
No pressure. No scare tactics. Just straight answers.
| Feature/Service | Giesler-Tran Bookkeeping (GTB) | Pilot | Bookkeeper360 |
|---|---|---|---|
| Pricing | Starting at $299/mo. | Starting at $349/mo. (Pilot.com Essentials, 2025) | Starting at $399/mo. |
| Real-time financial visibility | ✔ QuickBooks Online, custom reports, direct owner access | ✔ Pilot dashboard, downloadable reports | ✔ Bookkeeper360 app, dashboards |
| Cash & accrual basis | ✔ Both supported, tailored to client needs | ✔ Both supported (Core+ plans) | ✔ Both supported |
| Tax planning & filing | ✔ GTB Advantage: Proactive tax strategies, year-round oversight, senior tax accountant & executive review. Bookkeeping + Tax reduces errors and costs. Tax filing add-on available for complex needs. | ✔ Add-on (Core/Custom plan) | ✔ Included in Growth plans |
| Payroll administration | ✔ On request, integrated with books | ✔ Add-on (Custom plan) | ✔ Add-on |
| Sales tax management | ✔ Multi-state, as needed | ✔ Add-on (Custom plan) | ✔ Add-on |
| Vendor payments | ✔ On request, managed for clients | ✔ Add-on (Custom plan) | ✔ Add-on |
| Financial reporting & analysis | ✔ Custom, actionable, KPI-focused | ✔ Standard, monthly | ✔ Customizable, monthly |
| Audit-ready books | ✔ Monthly closes, full documentation, CPA Handoff Ready | ✔ Year-end package | ✔ Monthly closes, documentation |
| Clean-up services | ✔ Specialty, quoted separately | ✔ Catch-up available | ✔ Catch-up available |
| Onboarding | ✔ Personalized, checklist-driven | Standard, remote onboarding | Standard, remote onboarding |
| Client support | ✔ Email, text, phone, video call ✔ Client-driven scheduling (online calendar) ✔ After-hours available, no extra charge | ✔ Team, 1-day response, chat | ✔ Team, app/chat/email/phone |
| Flat-rate pricing | ✔ Transparent, no hourly surprises | ✔ Subscription, may vary | ✔ Subscription, may vary |
| Guarantees | ✔ Multiple (accuracy, timeliness, price lock, audit-ready, satisfaction) | ✘ Not highlighted | ✘ Not highlighted |
| Education/training | ✔ Free guides, paid personalized training | Free guides | Add-on training |
| Security & insurance | ✔ Bank-Level Security | Secure platform | Secure platform |
| Industries served | ✔ Our expertise is in Service, Medical, Nonprofit, and Broad (small business focus) | Broad (small business focus) | Broad (small business focus) |
| Personalized strategy | ✔ Owner-led, proactive, strategic | ✘ | ✔ CFO advisory (add-on) |
A: Yes. The evaluation is free. If you choose to move forward with cleanup or monthly services, we’ll give you a clear, flat-rate proposal before any work begins.
A: No. Come as you are. Messy, behind, or partly done is fine. The whole point of the evaluation is to see what you’re dealing with and what it would take to fix it.
A: In most cases, we can start cleanup within a few business days of your approval and onboarding.
A: We’re based in the Camas / Vancouver / Portland area, but we serve medical and service-based businesses nationwide.
A: No. You can keep your current CPA, or you can use our Senior Tax Accountant for integrated bookkeeping + tax filing. We also have affiliations with local CPA's in both WA & OR we work with.
If your gut says your books aren’t where they should be, you’re probably right. Let’s find out what it will take to fix them — and how much risk and money you can stop leaving on the table.