FINANCIAL HEALTH CHECK
In ten business days, a licensed CPA reviews twelve months of your financial activity and hands you a written report: what’s wrong, what it’s costing you, and what we’d do about it.
$950 flat
Fixed scope. Fixed price.
10 business days
A fast, written diagnosis.
~90 min
Of your time, total.
Credited in full
If you engage us afterward.
THE DELIVERABLE
A written report, in six parts.
Six clearly sequenced chapters that turn twelve months of financial activity into a practical plan.
01 / FINDINGS REGISTER
Evidence before opinions.
Every issue we find, ranked by severity and dollar impact, with the evidence behind each one.
02 / TWELVE-MONTH TREND
The year behind the numbers.
Revenue, gross margin, and cash flow across the last twelve months—rebuilt from source records.
03 / INDUSTRY BENCHMARKS
Context changes the call.
See where your costs and margins sit against businesses your size and industry.
04 / EXPOSURE REVIEW
The risks hiding in plain sight.
Books, payroll, and filings that could become a problem with a lender, buyer, or the IRS.
05 / 90-DAY ROADMAP
A comprehensive plan you can use.
What to fix, in what order, and who has to do it to move the work forward.
06 / 45-MINUTE WALKTHROUGH
The handoff, with the CPA
A focused walkthrough with the CPA who reviewed the file—so the next steps are clear.
SPECIMEN FINDING — FROM A TYPICAL REPORT
F‑02 · Critical · Revenue recognition
Production is being recorded as revenue. Collections, insurance adjustments, and write‑offs are never booked back against production. The P&L reports what was billed, not what was earned.
IMPACT
Revenue overstated 11–18%
WHAT WE’D DO
Reconcile the practice management system to deposits monthly, book adjustments as contra‑revenue, and rebuild twelve months of history so the trend line is real.
Most of the work happens without you. We only ask for time when a real decision or a clear handoff is needed.
01 · Day 1
Kickoff
30‑minute call and read‑only access.
02 · Days 2–6
The review
Twelve months of activity, payroll, and filings.
03 · Day 7
CPA review
Draft findings are reviewed and signed off.
04 · Days 8–9
Report
Findings, benchmarks, and your 90‑day roadmap.
05 · Day 10
Walkthrough
45 minutes with the CPA who did the work.
PRICE
$950 flat
Not an estimate, not an hourly range, and not a number that moves once we’re inside the file. Credited in full against your first month if you engage us afterward. The report is yours either way. Half due at kickoff, half on delivery.
FOUNDING CLIENTS · 3 REMAINING
$450 for the first ten businesses, in exchange for a case study if the work is good.
Twenty minutes with a licensed CPA. Bring your worst question about your books. If the Health Check is the right next step, we’ll say so. If it isn’t, we’ll tell you that too.