Your Scorecard is on its way to your inbox
Your "7-Number" Scorecard is on its way to your inbox
Step 2:
Free Custom Financial Health Check for $500K–$3M Businesses
In 30 minutes we’ll customize your "7 number" scorecard
Show you exactly where profit is leaking
Why cash feels the way it does
Turn it into a clear 90‑day plan.
Stop wondering. Stop worrying.
Stop avoiding.
No new software. No cleanup project. Just a clear plan from the numbers you already have.
Step 2:
Free Custom Financial Health Check for $500K–$3M Businesses
In 30 minutes we’ll walk through
your 7 numbers live
Show you exactly where profit is leaking
Why cash feels the way it does
Turn it into a clear 90‑day plan.
No new software. No cleanup project. Just a clear plan from the numbers you already have.
Who this is for
The Financial Health Check is useful for businesses that:
Are operating in the $500K–$3M revenue range
Have a small or growing team
Use QuickBooks or Xero
Receive regular financial reports
Need clarity for confident decision making
Have a desire for more growth and profits
It's intentionally not designed for early-stage businesses or spreadsheet-based operations.
What we'll do
Look at where you are now
We’ll review your information so we both see the same picture of how money is moving through the business today.
Easy Discovery Call
We’ll review your information so we both see the same picture of how money is moving through the business today.
Map the hidden leaks and opportunities
Next, we’ll highlight where profit is leaking, why cash feels tighter than it should, and which parts of the business are putting the most strain on margins and runway.
Behind-the-Scenes Financial Review
Next, we’ll highlight where profit is leaking, why cash feels tighter than it should, and which parts of the business are putting the most strain on margins and runway.
Lay out your next 30–90 days
By the end, you’ll have a simple Financial Health Check and a short list of priorities for the next 30–90 days, so you know exactly what to focus on and what can wait.
Your Financial Health Check & Strategy Call
By the end, you’ll have a simple Financial Health Check and a short list of priorities for the next 30–90 days, so you know exactly what to focus on and what can wait.
What you get
A clear Financial Health Check
A one-page view of where the business is strong, where pressure is building, and how profit and cash are actually behaving – in plain English, not accounting jargon.
A 90‑day view of your finances
A simple forward-looking picture of the next 90 days: expected cash position, key risks, and the few levers that will make the biggest difference if you adjust them.
A focused 30‑day action list
A short, prioritized list of what to do in the next 30 days – what to review, what to change, and what to stop worrying about – so financial decisions feel concrete instead of vague.
Real Results
Business Owners Who
Found Their Leaks
"I'd been avoiding my books for
months. The Financial Health Check
showed me I was losing $4,200 a
month on subscriptions I forgot to
cancel. That's over $50K a year I was just... giving away."
Sarah M.
Marketing Agency Owner
$1.2M Revenue
"I'd been avoiding my books for
months. The Financial Health Check
showed me I was losing $4,200 a
month on subscriptions I forgot to
cancel. That's over $50K a year I was just... giving away."
Sarah M.
Marketing Agency Owner
$1.2M Revenue
"I'd been avoiding my books for
months. The Financial Health Check
showed me I was losing $4,200 a
month on subscriptions I forgot to
cancel. That's over $50K a year I was just... giving away."
Sarah M.
Marketing Agency Owner
$1.2M Revenue
Request Your Free Custom
Financial Health Check
100% free, no obligation
No judgment, just clarity
100% free, no obligation
No judgment, just clarity
Takes only 30 minutes
Phillip T.
Retail / Inventory-Heavy Business
“Having someone give us a bird’s-eye view changed everything. I’m not just staring at our bank account every day hoping we make it to the next bill.”
Benjamin P.
Info Product / Platform Business
“For businesses doing between $500K to $3M without an internal finance team, this fills a real gap — It gave us real visibility into our numbers so we could make confident decisions”
Frequently Asked Questions
What exactly will I get from the Financial Health Checkup?
You'll receive a simple 1-page Red/Yellow/Green scorecard that identifies exactly where your business is leaking profit. We'll show you specific areas of concern, pain points in your financial operations, and immediate opportunities to plug those leaks.
I'm scared to look at my numbers. Will this be overwhelming?
We completely understand that fear— it's exactly why we created this checkup. We meet you where you are with compassion and zero judgment. This is designed to be clear and simple, not intimidating. Many of our clients tell us they finally feel relief after seeing their numbers laid out in a way that makes sense.
Why this is free?
Some founders choose to hire us to implement the plan with bookkeeping + fractional CFO. This checkup is how we start every relationship.
Your Profit Is Leaking
Right Now. See Where.
Stop wondering. Stop worrying. Stop avoiding. The longer you wait, the more profit slips through the cracks. Every month without clarity is money you'll never get back.
100% free, no obligation
No judgment, just clarity
Takes only 30 minutes
100% free, no obligation
No judgment, just clarity
Perfect for business owners with $500K–$3M in annual revenue who want to finally understand their numbers.
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