Fractional CFO Financial Diagnostic
If you’re unsure whether your financials are accurate, your cash flow is healthy, or your business is truly profitable, this diagnostic is for you.
In this one-time, in-depth review, I’ll examine your bookkeeping, financial reports, and key business metrics to identify:
Errors or inconsistencies that may be skewing your numbers
Opportunities to improve efficiency and reduce costs
Gaps in your current systems or financial visibility
Insights into cash flow trends, job/project profitability, and more
You’ll receive a custom report outlining my findings, including:
A summary of your current financial health
Priority cleanup items and process improvements
Strategic insights to support smarter decision-making
Action steps you can implement immediately
This diagnostic is perfect for business owners who want clarity, direction, and a solid foundation before making bigger financial decisions—or before engaging in ongoing advisory services.
Whether your books are a bit messy or you want a second set of eyes, this service will give you a clear picture of what’s working, what’s not, and what to do next.
$297.00 USD
