Reviewed by Julio Cañas ·
Know where you stand
Financial Assessment
Your business is already in the air. We run a full in-flight check, find what's failing and correct the course and flight plan before it costs you the destination.
A complete read of where your business stands, with a prioritized roadmap. Six weeks, side by side, so you move forward in command of your numbers instead of guessing.
Our clients
Some of the businesses that already trust us
Who it's for
For business owners who sense something is off in their finances but can't name it, and want the full picture of where they really stand.
A financial assessment is a deep, one-time read of where your business actually stands: your accounting, cash flow, taxes and structure, reviewed together instead of in pieces. It is not an ongoing service and not just an audit of the past. You walk away with a clear picture of your real situation and a prioritized roadmap of what to fix first, whether you act on it with us or on your own.
- Your business bills $250K or more a year, but you fly the finances blind.
- You have an accountant, yet the questions that matter go unanswered.
- You want to know your real situation before hiring an ongoing service.
- You're about to make a big decision and need clarity first.
What changes for you
A real financial map
You see your business and your numbers as they actually are, not as the bank balance suggests. The whole picture in one place: accounting, cash, taxes and structure.
A prioritized roadmap
You leave with a clear list of what to do, in what order and why, ranked by urgency and impact, so you fix what moves the needle first.
A decision, not a guess
You stop flying blind. Whatever comes next, hiring, investing or restructuring, is grounded in your real situation, not a hunch.
A clear next step
You finish knowing exactly which level your business needs next, from clean monthly books to full financial direction.
What's included
Everything the assessment delivers, in six weeks:
- Three remote working sessions over six weeks.
- A full financial map of your business.
- An accounting and tax diagnostic, including your statements and accounting structure.
- A cash and receivables check: where your money actually is.
- Your Roadmap: actions prioritized by urgency and impact.
- A clear read of which level your business needs next.
Our method
Financial Organization Scorecard™
The deep version of our free quiz, built on a review of our 9 Financial Pillars™ framework: a structured scorecard that rates how organized your business finances really are, so your roadmap targets what matters first. Each pillar gets a clear status, strong, at risk or missing, so nothing is left to opinion.
Books & records
How clean, current and reliable your accounting really is.
Cash & liquidity
Where your money is, what comes in and out, and your real runway.
Taxes & compliance
What you're exposed to and what you could be planning ahead.
Structure & wealth
How your entities and profits connect to your personal wealth.
How it works
Three sessions, one clear roadmap
Discovery
We map your business and pull together your accounting, cash flow and tax picture, so nothing important stays hidden.
Analysis
We run the deep diagnostic against the 9 Financial Pillars™ and surface what's working, what's failing and what's at risk.
Roadmap
You get a findings report and a prioritized roadmap: exactly what to fix first, in what order and why, ready to act on with or without us.
Not sure this is the right move for your business?Start with a conversation.
FAQ
Questions owners ask
Not sure if this is your level?
Start with a conversation. We'll tell you exactly where your business stands and which door fits.
Service investmentStarting at $6,000 · 6 weeks · one-time payment
No obligation. We'll tell you exactly where your business stands.