Thirty minutes. We look at how your business actually makes money, where cash is going, and what your financials would need to show for whatever you are planning next.
Pick a timeA hire, another location, a building, a partner buyout, financing, or eventually a sale.
And where the reporting runs out. Most of the time the gap is not accuracy, it is that nothing connects.
What it would take to fix, roughly what that costs, and whether it is worth doing now. That is yours either way.
Owner-led businesses roughly $2M to $25M in revenue, profitable, and past the point where basic bookkeeping keeps up. If that is not you yet, the assessment is a better place to start.
You are not waiting three weeks, and nobody is rebuilding the books to answer one question.
They are not the same number, and only one of them pays for a hire, a loan, or a building.
Most companies are still running the one they built when they were a third of the size.
I have found a team that takes a personal interest in our business, guides me on what to do and what not to do, and has always, every single time, told me the truth about where we stand.
A wealth of knowledge and expertise in tax planning and strategies. They ensure I fully understand the process and are excellent at sharing their knowledge.
Thirty minutes. If it needs to run longer we will schedule that separately rather than keep you.
No. You do not need to send anything or clean anything up beforehand. If it turns out a closer look would help, we will tell you what that involves.
Keep them. Our reporting works on top of your existing team, once we have confirmed the numbers are reliable enough to report on.
Upload your last statements and we will send you a short read on free cash flow, profitability, and where the numbers stop explaining the business. No call required. If you would rather come to the call with something in hand, do this first.
Get a Financial Intelligence SnapshotYour statements are treated the same way we treat client financials. They stay in business platforms that maintain SOC 2 attestation, never personal drives or free accounts. Access is limited to the people working on your file. Where we use AI to speed up processing, we use paid business accounts configured so your information is never used to train a model. We do not sell your data or pass it to third parties, and you can ask us to delete what you shared at any time.