Your spreadsheet isn't bookkeeping. It's a ticking time bomb.
We analyze your current spreadsheet setup to show you what it's really costing you in time, errors, and missed deductions — then give you a plan to automate everything.
This is not a CPA audit, attestation, tax, or assurance service. It is an operational financial analysis designed to help business owners understand their numbers and identify improvement opportunities.
The Spreadsheet Problem
If any of these sound familiar, you're not alone.
You built a system that works until it doesn't — and tax season is when it breaks
Manually entering transactions takes hours every week that could go to clients
One wrong formula or missed row means your numbers are wrong and you don't know it
No automatic categorization — you're sorting every transaction by hand
Bank reconciliation means comparing your spreadsheet to your bank line by line
You can't generate a real P&L, balance sheet, or cash flow statement from a spreadsheet
What Your Analysis Covers
Time Cost Analysis
Calculate how many hours per month your spreadsheet bookkeeping actually takes — and what that time is worth.
Error & Risk Assessment
Identify where your spreadsheet is most likely wrong: missed transactions, formula errors, uncategorized expenses.
Tax Readiness Check
See if your records are clean enough for tax filing or if you're leaving deductions on the table.
Automation Mapping
Every manual task you do in your spreadsheet matched to the Poof feature that eliminates it.
Migration Plan
A clear path to move from your spreadsheet to automated bookkeeping without losing any historical data.
30-Day Transition Plan
Step-by-step roadmap: week 1 you set up, week 2 you're automated, week 4 your books are cleaner than they've ever been.
How It Works
Apply and get accepted
Fill out the form below. We help business owners who've outgrown spreadsheets but don't want the complexity of QuickBooks.
Share your current setup
Send us your spreadsheet and connect your bank. We'll see exactly what you're dealing with.
Receive your analysis
Get a clear report on what your spreadsheet bookkeeping is costing you in time, risk, and missed opportunities.
Decide on next steps
Keep the spreadsheet with better practices, or let Poof automate everything for $29/mo. Your choice.
Find Out What Your Spreadsheet Is Really Costing You
Limited spots available each month. Apply now and see how much time and money you can save by automating your books.
Apply for Your Analysis
Fill out the form below and we'll determine if your business is a good fit.