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Strategic Financial Assessment

Find out what your numbers are telling you.

A Strategic Financial Assessment is an in-depth review of your QuickBooks file and finance function. Give us accountant access and we’ll review your books, systems and reporting — then send back a scored assessment and a clear plan, and walk you through it in a findings review meeting.
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★★★★★  5.0 on Google · Clients nationwide · Fruitland Park, FL headquarters
WHAT WE REVIEW
  • Reconciliation status of every account
  • Uncategorized & duplicate transactions
  • Balance sheet red flags
  • Cash vs. accrual setup
  • Systems & integrations
  • Tax-readiness & CFO-readiness

HOW IT WORKS

Three steps, one clear plan.

01

Book & request

Book your assessment directly or after a free Discovery Session. We’ll send a short intake form.
STEP 1

02

Invite us

Add us as an accountant user in QuickBooks — never share a password.
5 MINUTES

03

Get your assessment

A scored review and recommendations, then a findings review meeting where we build your plan together.
CUSTOM TIMELINE

REQUEST YOUR ASSESSMENT

Request your Strategic Financial Assessment

Choose a time on our booking page. We will send a short intake form and the steps to invite us into QuickBooks as an accountant user.

Schedule My Assessment →
We never ask for your password.

WHAT YOU GET

Your assessment report

A health score

How your books and finance function rate across six areas.

A prioritized list

What’s wrong, why it matters, and what to fix first.

A clear plan & estimate

Cleanup, accounting or CFO services — with an estimate of the hours involved.
★★★★★  GOOGLE REVIEW

“We didn't know where we stood with our financials, now we can trust our systems and move forward.”

Kay · Small business owner

Frequently asked questions

It depends on the size and complexity of your books. We quote it before any work starts, and it includes a findings review meeting where we build your plan.

No. You invite us as an accountant user and can remove access any time.

Tell us when you book — we’ll arrange a file review instead.

You decide. Many clients start with a cleanup or monthly accounting; some just use the report.