Financial Health Diagnostic
Understand What’s Happening Financially Before Deciding What Comes Next.
Sometimes the greatest challenge isn’t knowing that something needs attention. It’s knowing where to begin. The SHH Financial Health Diagnostic provides a focused review of your business’s financial position, reporting practices and operating priorities. You receive an understandable assessment of key observations, areas requiring attention and practical recommendations for moving forward.
Investment
$1,750 one-time
Published fees represent starting investments for new engagements. Final pricing depends on business complexity, transaction volume, number of entities, existing financial conditions, reporting requirements and the agreed level of support. Additional responsibilities are outlined in a tailored proposal before engagement. Existing signed engagement fees are not automatically changed by revisions to public pricing.
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
A 90-minute working session and written executive assessment, including a high-level review, key observations and a prioritized action plan.
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.