Financial Health Diagnostic
Know what your numbers are trying to tell you.
A focused, paid engagement designed to give you an honest read on your financial environment — and a clear, prioritized plan for what to address first.
Investment
Starting at $1,750
Who it’s for
Built for leaders at a decision point
- Founders and CEOs who sense something is off in the numbers but can’t name it.
- Businesses that have outgrown bookkeeping and are deciding what finance should look like next.
- Leaders preparing for growth, financing, or a first audit who want an honest read first.
- Teams where the close is slow, reporting is inconsistent, or the forecast isn’t trusted.
What’s reviewed
Where we look
- Current financial and management reporting environment
- Close process, cadence and bottlenecks
- Cash-flow visibility and working-capital dynamics
- Roles, ownership and finance team structure
- Controls, documentation and audit readiness posture
- Systems, workflows and manual dependencies
Deliverables
What you receive
Everything is delivered within days of the session — in writing, in plain language, prioritized by impact.
01
Pre-session intake
02
90-minute working session
03
High-level review of the financial and reporting environment
04
Key risk and opportunity observations
05
Prioritized action plan
06
Written executive summary
07
Recommended next steps
What it is not
- An audit, review, or compilation
- An assurance engagement
- A tax opinion or tax filing service
- A legal review or legal opinion
- A verification of the accuracy of information provided
The Financial Health Diagnostic is an advisory engagement based on information you provide. It does not constitute an audit, review, compilation, assurance engagement, tax opinion, or legal opinion.
Get started
Request my diagnostic
Tell us about the business. We’ll confirm fit, send the intake, and schedule your session.