The Starting Point
A 2-week deep dive into your financial reality. You get a full current-state assessment and a roadmap — whether or not we work together afterward.
What’s Included
The Diagnostic isn’t a sales call dressed up as a service. It’s a genuine engagement with a concrete deliverable — a financial health assessment you can act on immediately.
Financial Health Assessment
A structured review of your books, cash flow position, and key financial ratios against industry benchmarks.
Systems & Tools Audit
An evaluation of your current accounting stack, reporting tools, and process gaps.
Team & Capability Gap Analysis
An honest look at where your finance team has capacity, and where you're exposed.
Top 10 Risks & Quick Wins
A prioritized list of what to fix first — and what you can resolve without a full engagement.
Recommended Engagement Roadmap
A proposed path forward with scope, timeline, and expected outcomes for each phase.
“The Diagnostic gave us more clarity about our business in 2 weeks than we’d gotten in 2 years of working with our accountant.”
Founder, SaaS company — $4M ARR
Apply for the Diagnostic