A surgical, 60-minute deep dive into your financial infrastructure. We bypass the usual consulting bloat to instantly expose your margin leaks and map your next 13 weeks of cash flow.
Book Your DiagnosticStandard tax accountants and bookkeepers are essential for compliance, but their job is to look backward. They categorize what happened last month. They do not tell you if you can afford to hire two new employees next Tuesday without draining your operational reserves.
Nothing is more frustrating than seeing a healthy net income on your Profit & Loss statement, only to log into your bank portal and see a fraction of that cash actually available. We built this diagnostic specifically to locate where your cash is getting trapped between the P&L and the bank.
We do the heavy lifting in the background. Zero software migrations required.
We securely connect to your QuickBooks or Xero. Our strategists review your chart of accounts to find misclassifications, hidden debt drains, and bloated cost centers.
We extract your data and build a rolling 13-week cash flow model. You will see exactly when cash gets tight, allowing you to proactively manage payroll and vendor terms.
We benchmark your gross and net margins against industry standards. If you are undercharging or overspending on fulfillment, this report exposes exactly where.
A dense, 60-minute presentation with our lead CFOs. We hand over the models, explain the findings, and give you the exact playbook to fix your margins immediately.
We only take on operators we know we can help. If we conduct this diagnostic and fail to identify at least $1,500 in annualized profit leaks or cash flow savings (3x the cost of the service), we will refund your $499 fee in full right there on the call. You get to keep the models and the insights. You have absolutely nothing to lose.
We do not believe in locking operators into expensive, long-term retainers blindly. We use this diagnostic to prove our immense value to you upfront. Only once we have exposed your leaks and built your forecast do we invite you to explore our Phase 2 Fractional CFO partnership.
Book Your Free Intro Call15-minute discovery call via Zoom.