Tucson bookkeeping firm marks first year with free QuickBooks audits

The Numbers Advisors is offering two free 90-point QuickBooks reviews a week for Southern Arizona small businesses as it marks its first anniversary in Tucson. The firm says the diagnostic is meant to show owners whether their books are clean, what errors are costing them, and whether they are ready for lenders, buyers or tax season.

Why it matters: - The free audit gives Tucson-area small businesses a low-risk way to check whether their books are accurate before mistakes turn into tax problems, loan denials or bad decisions. - The program is limited to two businesses a week, which makes the review scarce and signals demand for cleanup help among local owners. - The offer targets businesses that make at least $250,000 a year, a segment that often has enough complexity to create bookkeeping errors but may not have in-house accounting support.

What happened: - The Numbers Advisors announced a free 90-point QuickBooks audit to mark the firm’s first anniversary. - The Tucson bookkeeping firm opened on Nov. 10, 2025. - The offer is open to Southern Arizona businesses in Tucson, Oro Valley, Marana and the Catalina Foothills. - Owner Philip Williams runs every review himself. - The audit program is capped at two businesses per week.

The details: - The diagnostic checks bank reconciliations, profit and loss statements, balance sheets, accounts receivable, accounts payable, the chart of accounts, payroll mapping and inventory. - The review also checks whether the books match the business’s most recent tax return. - Each owner gets a plain-English breakdown of issues found. - Each review includes an estimate of what those issues may cost in misstated financials, wasted time or risk exposure. - Williams walks the owner through the results. - If the current bookkeeper or system is doing the job correctly, the review says so. - The Numbers Advisors says the free review is a bookkeeping diagnostic, not a CPA financial statement audit. - The firm does not offer tax preparation or payroll services. - The firm’s core services include outsourced bookkeeping, QuickBooks cleanup and catch-up work for small businesses. - Monthly financial statements are prepared to satisfy a lender and to be ready for a tax preparer. - Businesses under the $250,000 revenue threshold receive an answer on fit during the initial call. - Tucson-area owners can request a review through The Numbers Advisors website.

Between the lines: - Williams is positioning the free review as a trust-building tool in a service line where many owners cannot easily judge whether cleanup work was done correctly. - The firm’s messaging centers on plain-English explanations, which suggests a market of owners who want bookkeeping help but do not want accounting jargon. - The most common problems the firm sees are basic but consequential, including personal expenses running through business accounts, equipment expensed instead of depreciated, loan proceeds booked as income, overstated revenue, unpaid bills, uncollected receivables, unreconciled bank records and taxes posted to the wrong account. - Williams said those errors often stack up in the same file and can lead to surprise tax bills, declined loans or purchases a business cannot really afford. - Williams founded the firm after a career running companies, including leading a business that made the Inc. 5000 list three times. - Williams is a Certified Exit Planning Advisor and a QuickBooks ProAdvisor.

What’s next: - The Numbers Advisors will continue offering two free audits a week on a first-come basis. - Southern Arizona owners who want the review will need to request it through the firm’s website. - Businesses that do not meet the revenue threshold should expect an upfront fit check rather than a full review.

The bottom line: - The Numbers Advisors is using its first anniversary to turn a common pain point for small businesses into a limited free diagnostic, with the pitch that owners should know what is wrong with their books before a lender, buyer or the IRS tells them.