Questions Before You Take the Next Step?

The TradeShield™ Assessment is a hands-on review designed to help you understand what your books may not be showing you—and where your business may need greater financial protection.

Whether you manage the books yourself or already work with a bookkeeper, it’s natural to have questions before letting someone take a closer look. Below, we’ve answered the most common questions about what we review, how the Assessment works, and what you can expect when it’s complete.

FAQ TradeShield™ Assessment

What is the TradeShield™ Assessment?

The TradeShield™ Assessment is a complimentary review designed to identify the hidden Trade Traps™ affecting your business. We'll evaluate your bookkeeping, reporting, job costing, and financial systems to uncover opportunities to protect profits and strengthen your business.

Who should request a TradeShield™ Assessment?

The assessment is designed for contractors, subcontractors, and skilled trades business owners who want to understand where profits may be leaking and how to improve their financial systems.

What do I receive with the assessment?

You'll receive:

  • Your personalized TradeShield™ Score

  • A review of potential Trade Traps™

  • Recommendations for improving your bookkeeping and financial systems

  • Practical next steps to help protect your profits

How much does the TradeShield™ Assessment cost?

For a limited time, qualified contractors can receive the TradeShield™ Assessment at no cost. The assessment has a standard value of $199.

How long does the assessment take?

Part One — 15–20 minutes:
A brief call to answer a few questions about your business and help us understand how it operates.

Part Two — We do the work:
We review your books to identify where Trade Traps™ may be affecting your business.

Every TradeShield™ Assessment is personally prepared—not generated by software. We typically spend approximately two hours reviewing your business and preparing your findings and recommendations.

Am I required to become a client?

No. The TradeShield™ Assessment is designed to provide valuable insights whether or not you choose to work with My Bookkeeping Studio afterward.

What information do I need to provide?

We'll discuss your current bookkeeping process, reporting, and business goals. Additional financial information may be requested if needed to complete your assessment accurately.

What happens after my assessment?

We'll review your results together, explain your TradeShield™ Score, identify any Trade Traps™ we found, and discuss practical recommendations for protecting your profits and strengthening your business.

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