START WITH CLARITY
Find out what is wrong, what matters, and what to fix first
If the numbers feel unreliable, cash is unclear, or the financial side of the business feels disorganized, the Financial Diagnostic gives you a clear starting point. We look at what is happening, identify the most important gaps, and show you what to fix first.
$1,500 one time
Schedule a Free 20-Minute Fit CallWHO THIS IS FOR
When you know something is off—but cannot yet see the full problem
The Financial Diagnostic is for owners who are tired of guessing. You may know the books are behind, the reports are hard to trust, or cash flow does not make sense—but you are not yet sure why or what kind of help will solve it.
It is especially helpful when the books are behind, reports feel unreliable, cash flow is unclear, financial responsibilities are falling through the cracks, or the business has simply outgrown the way things are being handled.
You will leave with a plain-language explanation of what we found, what needs attention first, and a practical 30–90 day plan for moving forward.
WHAT WE REVIEW
We look at the parts of your finances that affect everyday decisions
Books & reporting
Reconciliations, financial statements, account structure, close practices, reporting consistency, and visible gaps.
Cash flow & profit
Where cash is coming from and going, whether the business is truly profitable, which expenses or margins deserve attention, and the few numbers you should be watching.
How financial work gets done
Who handles what, where information gets stuck, what is undocumented, and which gaps are keeping you from getting reliable numbers.
What you receive
✓ Written findings in plain language
✓ Priority risks, gaps, and opportunities
✓ A sequenced 30–90 day action plan
✓ A 90-minute findings and recommendations meeting
✓ A defined proposal if implementation or ongoing support would help
Scope: One entity and the records reasonably available for review. Historical cleanup, corrections, forecast builds, implementation, tax work, and additional entities are quoted separately.
You do not need to know which service you need first.
The Diagnostic is designed to answer that question before you commit to ongoing support.
Schedule a Free Fit Call