Financial Diagnostic Checkout

The Financial Diagnostic

This is a deep, structured review of your accounting and finance systems designed to uncover what’s working, what’s not working, what’s confusing, and what’s missing to create the exact plan you need to build the financial system you need for where you're trying to go

We’ll review the full scope of your financial operations, from bookkeeping and reconciliations to reporting, forecasting, and compliance, and pinpoint the gaps holding your business back.

Then, we’ll deliver a clear roadmap showing exactly what needs to be set up, cleaned up, or caught up.

What You Get:

✅ A written summary of findings (no fluff, just what matters)
✅ Clear recommendations with detailed DIY steps
✅ Optional Done-For-You proposal if you want us to handle it

✅ A written summary of findings (no fluff, just what matters)
✅ Clear recommendations with detailed DIY steps
✅ Optional Done-For-You proposal if you want us to handle it

One-Time Investment: $2,750

Standard pricing for single-entity businesses. Multiple entities or complex structures may require additional investment, we'll confirm scope on your kickoff call.

Payment