EXPRESS AUDIT
If you're earning well — but still unsure where your money is going, how much tax you're wasting, or how to actually scale — the Express Audit is your first step to clarity.
Most business owners unknowingly operate with financial blind spots—hidden tax waste, under-leveraged cash flow, and outdated strategies that hold them back from real freedom.
Tax Return Review
Analyze past 1–3 years of personal and business tax returns
Identify missed deductions, overpayments, or red flags
Evaluate current entity structure for tax efficiency
Financial Statements Analysis
Review income, expenses, and balance sheet for profit leaks
Assess cash flow trends and debt-to-income ratios
Spot inefficiencies in operations or expense categories
Tax Strategy Opportunities
Explore advanced strategies (e.g. retirement plans like DBP, real estate tax benefits, family payroll, cost segregation)
Evaluate current CPA approach (conservative vs. proactive)
Look for ways to reduce tax liability and increase after-tax income
Entity & Compensation Structure
Analyze how the business is set up (LLC, S-Corp, partnerships, etc.)
Review how owners and partners are compensated
Suggest restructuring if more tax-efficient options are available
Growth & Scalability Assessment
Identify if the business has systems to support scaling
Review staffing, pricing models, and service/product mix
Look at opportunities to generate more revenue or reduce time in the business
Cash Flow Optimization
Uncover up to $10K-$50K/month in hidden cash flow opportunities
Help business owners understand where money is leaking and how to fix it
Create a roadmap for reinvesting in growth or creating passive income
Ready to get started?
Access to Our Private Advisory Group
Join a community of like-minded business owners committed to financial freedom and smarter scaling.
Exclusive Tools & Templates
Receive plug-and-play financial tools to:
Track cash flow
Optimize taxes
Scale your business
Stay in control of your numbers
Weekly Live Q&A Calls
Bring your questions and get real-time advice and support on taxes, business growth, cash flow, and more.
At ERPS Group, we don’t just balance books — we build real wealth with our clients. Led by Ella Rivkin, we specialize in helping 6- to 8-figure entrepreneurs:
Reduce tax waste
Master cash flow
Create scalable, profitable businesses
If we don’t identify at least $10,000 in actionable savings or growth strategies, we’ll credit the full amount toward another service.
Step 1: Initial Intake & Document Review
Once you sign up, you’ll receive a secure link to upload your business financials and tax returns (typically the last 1–3 years). This allows us to prepare in advance and understand your current financial landscape.
Step 2: Private 1-on-1 Audit Session (30 min)
We’ll meet for a deep-dive review of your numbers. In this session, we’ll:
Analyze your financials and tax returns
Identify missed deductions and profit leaks
Review your entity structure and income strategy
Spot cash flow and scaling opportunities
Step 3: Detailed Report & Action Plan
Within a 2 weeks, you'll receive a personalized summary with:
Key findings
Tax-saving opportunities
Cash flow improvement areas
Strategic recommendations tailored to your business
Step 4: Ongoing Support & Resources (Bonus Access)
You’ll also get:
Access to our Private
Advisory Group
Weekly Q&A Calls with our expert team
Plug-and-play templates to track and manage your finances.
This ensures you're never alone in the process.
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