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Business Financial Diagnostic

$0.00

All engagements begin with a required Business Financial Diagnostic.

This initial assessment allows us to review your records, evaluate complexity, and determine the appropriate scope of work before any pricing or timelines are established. Each business presents unique challenges, and accurate financial work requires a clear understanding of the underlying data.

Upon completion of the diagnostic, you will receive a defined scope of services, an estimated timeline, and a tailored pricing proposal.

All engagements begin with a required Business Financial Diagnostic.

This initial assessment allows us to review your records, evaluate complexity, and determine the appropriate scope of work before any pricing or timelines are established. Each business presents unique challenges, and accurate financial work requires a clear understanding of the underlying data.

Upon completion of the diagnostic, you will receive a defined scope of services, an estimated timeline, and a tailored pricing proposal.

During the diagnostic, we assess bank and credit card activity, existing financial records (if any), asset and liability information, and overall transaction volume to understand the true scope of work. Based on this review, we provide a clear outline of what services are recommended, how long the work will take, and what it will cost.

The diagnostic ensures expectations are aligned, prevents wasted time, and allows us to deliver accurate, fixed-scope proposals tailored specifically to your business.

What you receive:

  • An assessment of your current financial records

  • A clear scope of work and recommended services

  • Estimated timeline for completion

  • A tailored pricing proposal or service tier options

  • A go / no-go determination before any work begins

All financial services are available only after completion of the Business Financial Diagnostic.