What is included
Six components. One coherent picture.
01
Financial review
Records quality, cash position, margin analysis, forecasting posture, and tax-readiness assessment.
02
Operational review
Roles, capacity, controls, documentation, delivery cadence, and single points of failure.
03
Growth capacity
Pressure-test of the largest realistic opportunity ahead — contract, hire, expansion, or funding.
04
Systems read
A clear picture of which of the three areas is creating the most drag, and why.
05
Executive findings
A written summary of the highest-priority risks and opportunities in plain language.
06
90-day roadmap
A prioritized action list with owner recommendations and sequencing — internally implementable.
Best fit
Who this is for
- ✓Established service business with paying customers
- ✓Revenue generally between $500K and $10M
- ✓A larger opportunity, decision, or transition is on the horizon
- ✓Leadership is willing to look at the whole business honestly
Not a fit
Who this is not for
- —Idea-stage or pre-revenue founders still testing the concept
- —Businesses looking primarily for a bookkeeper (start with Bookkeeping Foundation)
- —Owners not prepared to act on findings
- —Regulated audit, CPA attestation, or legal work
Investment
From $1,250
Priced by complexity — entities, revenue scale, records quality, and depth of opportunity to be evaluated. Final scope confirmed after the fit conversation.
Deliverables
- A clear read across all three systems areas
- Executive findings document
- Prioritized 90-day plan
- Live review conversation
- Recommended next-step engagement (if any)