The Financial Red Flags Self-Audit | Nerdy Number Lovers
Nerdy Number Lovers
The Financial Red Flags Self-Audit

Find the money hiding in your business — in the next 20 minutes.


A quick, do-it-yourself audit that walks you through the exact spots where owners quietly lose money — undercharging, overspending, and overpaying in taxes — so you can start keeping more of it.

$15  ·  one-time  ·  instant download

Get the Self-Audit — $15

Works for any small business. No accounting background needed.

You’re working hard. So why does the money keep slipping away?

You bring in revenue every month, but somehow there’s never as much left as there should be. Here’s the frustrating part: the leaks are almost never dramatic. They’re small, quiet, and easy to miss when you’re the one running everything.

Most owners are losing money in three places at once — and can’t see any of them:

  • Prices you haven’t raised in over a year, and offers you can’t even tell are profitable.
  • Subscriptions, fees, and doubled-up tools draining your account on autopilot.
  • Deductions you’re missing and taxes you’re overpaying — money handed to the government that you never owed.

None of this means you’re bad with money. It means no one ever handed you a simple way to look. That’s what this is.

The same audit the government uses — pointed in reverse

For six years, I was a tax auditor for the government. My entire job was to go through a business’s books and find every dollar they should have paid and didn’t. I got good at spotting the leaks and the money hiding in plain sight.

This is that exact same audit — with the eyes pointed the other way. Same forensic checklist, same trained eye, except now it finds the money so it stays with you instead of leaving your account.

— Clarissa Wilson, forensic accountant & former government tax auditor

What you’ll actually do

In one sitting, you’ll run your own numbers across the three places money hides. Each one takes about five minutes.

Part 1

Make More

Spot the money you’ve already earned, or could easily earn, that’s sitting on the table — pricing, unbilled work, aging invoices, and more.

Part 2

Spend Less

Catch the money walking quietly out the back door every month — forgotten subscriptions, duplicate tools, sneaky fees, and interest.

Part 3

Keep More

Find the taxes you don’t actually owe and the deductions you’re missing — the money that never should have left in the first place.

What’s inside the workbook

  • A guided, 20-minute self-audit across all three money buckets — just check the boxes as you go.
  • A plain-English “how to check it in 5 minutes” next to every single red flag, so you’re never left guessing.
  • A no-shame scoring tally that turns whatever you find into a clear, ranked to-do list instead of a lecture.
  • A fill-in action plan that pins down your top three money leaks and the one first step to fix each.
  • The exact tax-reserve rule I give my own clients — no complicated percentages to maintain.

No accounting degree required. No new software to learn. Just you, your last few bank statements, and 20 quiet minutes.

Is this for you?

This is for you if…

  • You run a small business, service or product, and wear most of the hats yourself.
  • You suspect money is leaking but can’t point to where.
  • You want a clear, do-it-today answer — not another course to binge.
  • You’d rather keep your money than hand extra to the government.

It’s probably not for you if…

  • You already track every number and reconcile monthly like clockwork.
  • You want someone to do it all for you rather than spend 20 minutes.
  • You’re looking for tax-filing advice for your specific return.

The Financial Red Flags Self-Audit

$15
one-time · instant download · yours to run every quarter
Get instant access — $15

An hour with an accountant to hunt down these leaks can run $150–$300. This is $15, and you can run it again every quarter. If it helps you catch a single leak, it’s already paid for itself many times over.

Because this is an instant digital download, all sales are final.

Quick questions

Do I need to be good with numbers?

No. That’s the whole point. Every red flag comes with a plain-English, five-minute way to check it. If you can read your bank statement, you can do this.

How long does it take?

About 20 to 30 minutes in one sitting. Grab your last three months of bank and card statements and work top to bottom.

Do I need special software or my books “done”?

Nope. Your bank and credit card statements are enough. If you have a Profit & Loss report handy, great — but it’s not required.

Will this work for my type of business?

Yes. It’s built for small business owners across the board — service or product, brand new or years in. The three money buckets apply to everyone.

I already have a bookkeeper. Is this still useful?

Very. A bookkeeper records what happened. This helps you spot the pricing, spending, and tax decisions that a bookkeeper won’t make for you — the ones that actually change what you keep.

Is this tax advice?

It’s education, not advice for your specific return. It points you to the questions worth asking — and worth taking to your tax pro so you stop overpaying.

Finding the leak is the easy part. You just have to look.

Twenty minutes from now, you could know exactly where your business is losing money — and what to fix first. That’s a pretty good trade for $15.

Get the Self-Audit — $15

Instant download · Works for any small business · All sales final

About Clarissa

Clarissa Wilson is a forensic accountant and former government tax auditor who spent six years finding money for the government. Now she runs Nerdy Number Lovers, where she helps small business owners keep more of theirs — without the shame, the jargon, or the overwhelm.