A diagnostic review grounds you in reality so you can shoot for the moon.
We help you get real about the way your accounting is functioning and get actionable steps to make it work for you. A simple 2-min questionnaire gets you started.
Your numbers should be telling you something
Goal-oriented entrepreneurs need their finances to be working like a well-oiled machine and providing real insight they can use to take big steps forward.
It’s all too easy to get into a hamster wheel of accounting, feeling like all you’re doing is chasing your accountant and appeasing the tax system.
Knowing you need to change something is a start -but what and how?
With a fast growing business, you’re experienced enough to know when a piece of the business isn’t functioning as well as it needs to be. But you may not have the time or know-how to fix it.
A diagnostic review cuts through the guesswork and wasted time, providing your strategy for change.
An expert review of your current financial systems and a written report on the findings
A list of suggestions, so you know what needs to change in your financial systems and processes
A practical road map to carry out changes and reach your goals
How a systems review works
What does a systems review cost?
You want to get real value out of the money you spend on accounting and tax support. For $495, a diagnostic review puts the power back in your hands, by making sure you understand your financial processes and you’re confident they’re working for you. This is the necessary starting point for building a financial back of house that functions without you.