Give Our CFO 30 Mins With Your Messy Books And Get A Simple Financial Health Check So You Can See Where Your Business Is Leaking Profit And What To Do Next
Without Overwhelm, Judgement, Or Drowning You In Spreadsheets
Give Our CFO 30 Mins With Your Messy Books And Get A Simple Financial Health Check So You Can See Where Your Business Is Leaking Profit And What To Do Next
Without Overwhelm, Judgement, Or Drowning You In Spreadsheets
You avoid looking at your numbers
Every time you think about opening that
spreadsheet, a pit forms in your stomach.
What if it's worse than you thought?
Revenue is up, but profit isn't
You're working harder than ever, but somehow
there's never enough cash at the end of the
month. Where is it all going?
You're always putting out fires
Payroll, taxes, invoices - it's one crisis after
another. You never have time to actually
understand your finances.
You don't know what you don't know
Is your business healthy? Are you charging
enough? You have questions, but you're not sure
how to find out the answers.
The longer you wait, the more profit slips through the cracks. Every month without clarity is money you'll never get back.
The Financial Health Check is designed for business owners who are ready to go from financial guesswork to clear, confident decisions. In just 30 minutes, you'll have a clear, color-coded view of your financial health.
See exactly where your money is going
Identify profit leaks you didn't know existed
Get a clear picture with no judgment or shame
Understand your business health in plain English
Know what to fix first for maximum impact
Your Financial Health Scorecard
Sample Preview
Identified: 3 profit leaks totaling an estimated $47,000/year
Your Financial Health Scorecard
Sample Preview
Revenue Growth
HEALTHY
Profit Margins
AT RISK
Cash Flow
CRITICAL
Expense Ratio
HEALTHY
Identified: 3 profit leaks totaling an estimated $47,000/year
100% Confidential
No Judgment
01
Easy Discovery Call
No prep required. We’ll ask a few high-level questions to get oriented and understand what’s really going on beneath the surface.
02
Behind-the-Scenes Financial Review
Our team analyzes your numbers, pressure points, and risk areas — so you don’t have to dig through reports or do any financial heavy lifting.
03
Your Financial Health Scorecard & Strategy Call
You get a one-page Red / Yellow / Green scorecard, plus a conversation about what it would take to move everything into the green; now and over time.
Everything you need to finally understand your numbers. Delivered in plain English.
1-Page Financial Health
Scorecard
A clear Red/Yellow/Green
overview of your key financial
metrics. See your business
health at a glance. No
accounting jargon.
Profit Leak Identification
We'll pinpoint exactly where
money is slipping through the
cracks. Most business owners
discover $20K-$100K in annual
leaks they didn't know existed.
Clear Next Steps
Walk away knowing exactly what
to fix first for maximum impact.
No vague advice, just actionable
priorities.
$0 FREE — No credit card, no obligation, no catch
$0 FREE — No credit card, no obligation, no catch
Your Profit Is Leaking
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.
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.
We understand you might have concerns. Here are answers to questions we hear most often.
You'll receive a comprehensive 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. This is a diagnostic tool that gives you clarity without overwhelming you with details.
We completely understand that fear— it's exactly why we created this checkup. We meet you where you are with compassion and zero judgment. The scorecard 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.
Just 15 minutes of your time. We'll ask you some straightforward questions about your business, and we handle the analysis. You don't need to dig through spreadsheets or prepare anything complicated. We make it as painless as possible.
Yes, it's 100% free with no obligations. No credit card required, no surprise charges. We offer this because we know that once you see where your profit is leaking, you'll understand the value of fixing it. If you decide you want our help with the 90-Day Finance Reset or ongoing CFO support, great. If not, you still walk away with valuable insights about your business.
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