Free Financial Risk & Readiness Assessment for Growing Businesses
A one-on-one session with our accounting experts to flag financial risks, pinpoint where your systems could be working harder for you, and shed light on a clear path ahead supporting your business’s growth.
Is your gut telling you something’s off with your accounting?
You can’t quite put your finger on it… But your gut says something’s off.
Maybe cash feels tighter than it should. Maybe you're growing, but the numbers aren’t telling a clear story.
Or maybe you just don’t know if your accounting setup is built to handle what’s coming next.
That’s where this free assessment comes in.
What You Get
A gut-check on your finances that reveals hidden risks, clarifies what’s working, and gives you expert guidance to fix what’s not.
How It Works
One quick, complimentary call with an accounting expert with experience in your industry. No prep and no pressure – just honest, actionable insights.
Who It’s For
Founders, CEOs, and operators of businesses with $2M-$40M in operating budgets with a nagging feeling that their accounting might not be keeping up with the business.
Why It’s Free
We’ve seen bad accounting take great businesses down – and we’re passionate about making sure that doesn’t happen. Whether it leads to a partnership or it’s just a gut check, you walk away with clarity.
What Our Customers Are Saying
If you want to sleep easier as a small business owner, knowing your back-end financial operations are handled by a great team, you've come to the right place. Highly recommend.
Is your business built on a solid foundation?
Handing over the reins to your business’s finances can feel intimidating – that’s why we provide a financial assessment for you free of charge. No pitch, no pressure. Whether you’re ready to explore solutions to your accounting challenges or not, you’ll walk away with valuable insights to support your growth goals