Financial Clarity Diagnostic

Know what your numbers are really telling you — and what to do next

This is not a sales call.
It’s a focused financial deep dive designed to give you clarity, confidence, and direction — whether we work together long-term or not.

What This Diagnostic Is (And Isn’t)

This IS:

• A structured review of your current bookkeeping and financial setup

• An AI-assisted + human-reviewed analysis of your numbers

• A practical conversation about risks, trends, and next steps

This is NOT:

• A generic discovery call

• A demo

• A high-pressure sales pitch

If your financials matter to your decisions, this session will be worth your time.

What You’ll Get

🔍 A Clear Read on Your Books

We review your:

• Profit & Loss

• Balance Sheet

• Cash flow visibility

• Chart of accounts structure

• Categorization accuracy

• Tools and integrations (QuickBooks, payroll, etc.)

You’ll know if your books are decision-ready — or quietly misleading.

⚠️ Risks, Gaps & Red Flags Identified

Using AI-assisted analysis plus human judgment, we surface:

• Misclassifications that distort profit

• Expense creep and margin leaks

• Cash flow blind spots

• Reporting gaps blocking clarity

No fluff. Just what matters.

📊 Trends You Can Actually Act On

We look beyond static reports to identify:

• Month-over-month changes

• Unusual spikes or drops

• Early warning signals

You’ll understand what’s changing — and why.

💸 A Cash Flow Reality Check

We answer the questions founders care about most:

• How much cash do I really have?

• Where am I exposed in the next 30–90 days?

• What decisions could strain cash?

You leave with a clear cash picture.

🧭 A Practical Financial Roadmap

You’ll walk away with:

• Priority fixes vs. nice-to-haves

• What should be automated

• What reporting you should review monthly

• What level of ongoing support (if any) makes sense

Even if you don’t move forward, you’ll have direction.

How the Session Works

• Duration: 60–90 minutes

• Format: Live Zoom session

• Who should attend: Founder or financial decision-maker

• Preparation: Secure document upload after booking

You don’t need perfectly clean books — that’s the point.

Investment

Financial Clarity Diagnostic: $497–$997
(Final price shown before booking.)

Most clients recover this cost quickly by:

• Fixing errors

• Catching cash risks early

• Avoiding poor decisions based on bad data

Who This Is For

This is a fit if you:

• Make real decisions based on your numbers

• Want clarity, not just compliance

• Are open to using financials as a tool — not a chore

This is not a fit if you:

• Only want the cheapest bookkeeping

• Don’t plan to review your financials

• Aren’t a decision-maker

What Happens After the Diagnostic?

If there’s a clear fit, we’ll:

• Walk through ongoing bookkeeping options

• Show how AI-first, decision-support bookkeeping would work for you

If not, you still leave with clarity and a plan.

No pressure. No obligation.