Entry offer · $2,500
The Financial Health Diagnostic.
Read-only QuickBooks or Xero access, then a structured review of reconciliation integrity, balance-sheet hygiene, receivables and payables quality, your chart of accounts, close discipline, cash runway and data integrity - followed by a findings call. It also sizes your band and any add-ons, so you know the price before you commit.
Terms
Fixed price, fixed term.
- Price
- $2,500
- Term
- 10 business days
- Access
- Read-only QuickBooks or Xero
- Credit
- Credited to month one of any band signed within 30 days.
Do you need it
The consult decides.
In the free 30-minute consult we ask the questions that settle this. Either way you know before anything is billed.
When the Diagnostic is the right first step
- Behind on reconciliations
- More than one entity
- A lender covenant
- Revenue above $6M
- A cleanup smell
Anything uncertain gets looked at properly before a monthly fee starts. Credited to month one of any band signed within 30 days.
When you can skip it
Optional for Band A and B when the consult shows the books are current.
Then you start on Controller Essentials ($2,000 a month) or Controller + Cash ($3,500), and the first month’s included hours cover a lighter onboarding review of the same areas.
The review
The seven review areas.
Reconciliation integrity
Whether bank, card and loan accounts actually tie to their statements, and for how many months back.Balance-sheet hygiene
Stale balances, suspense and clearing accounts, owner items and anything nobody can explain.Receivables and payables quality
Whether the aging reports are real: old items, unapplied payments, duplicates and retainage.Chart of accounts
Whether the accounts are structured to answer the questions you and your lender ask.Close discipline
When the month is closed, whether it stays closed, and how long statements take.Cash runway
How many weeks the cash you have covers, given what is due in and out.Data integrity
Duplicates, miscategorised transactions, missing attachments, and field-app or marketplace syncs that post the same sale twice.
What you receive
Findings, a package, and a price.
A findings call
We walk through what we found in each area, what it means for the numbers you rely on, and what to fix first.Your package and any add-ons
Sized from trailing-twelve-month revenue and what the books need, so you know the monthly fee and included hours before you commit.The fee, credited
Credited to month one of any band signed within 30 days.
$2,500 · 10 business days
Start the Diagnostic.
Tell us about the business and we will send the read-only access steps for QuickBooks or Xero.