A 3-month financial assessment: clean-up, variance analysis and strategic planning to turn scattered numbers into a clear direction. This is where most clients start.
The path
Each month has a defined objective and a concrete deliverable. You always know where you are and what comes next.
We audit the last three to six months of activity, redo reconciliation wherever needed and restructure the chart of accounts for your industry. By the end of the month you have a reliable picture of where the company actually stands.
With the foundation right, we implement the routine that keeps everything current: who records what, when and in which system. We run the first full close under the new standard and review margins and KPIs together with you.
We compare the three-month evolution, identify trends and close the project with a final presentation: what the numbers say, what the financial priorities are and which path makes sense for the coming quarters.
Companies that grew faster than their own finance function. If you cannot say with confidence which client is profitable, if your books are behind, if your accountant complains every year about the quality of the information, or if you simply want to try the work before signing a monthly retainer, the diagnosis is the way in.
Many clients continue with Bookkeeper Basic or Financial Support Premium to keep the new routine running. But the diagnosis is a self-contained project: you can close it at the end of month three with all the material in hand and no obligation to continue.
Next step
Tell us where your company stands today and we shape the diagnosis scope together.
