Financial Health Diagnostic & Growth Advisory — Diagnose. Automate. Grow.

Your Business Deserves a Check-Up.

Are You Working Hard but Still Flying Blind?

Most business owners are profitable on paper — yet cash is tight, books are messy, and growth feels chaotic.

You’re not alone.

My accountant says I made money, but I don’t see it.

You have a cash flow visibility problem.

My books are always behind.

You’re managing data, not insights.

We’re busy all the time, but never ahead

Your systems aren’t working for you.

I’m stuck in details instead of leading.

You are missing CFO level guidance.

We Act Like a Doctor for Your Business

Our Financial Health Diagnostic & Growth Advisory is designed for business owners who want clarity without the complexity.

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We don’t just clean up your books — we diagnose, prescribe, and guide.

Diagnose:

We review your financials, processes, and systems like a doctor reading an X-ray.

You get a clear Financial Health Score with actionable insights.

Prescribe:

We identify where automation, better workflows, or new controls can save you hours every week.

Our prescriptions may include Odoo dashboards, QuickBooks reporting fixes, or Power BI visualization — whatever best fits your operation.

Guide:

Once your system is healthy, we stay on as your Fractional CFO, helping you interpret numbers, plan ahead, and keep your business accountable for results.

What You’ll Gain

Real-time dashboards & standardized reporting

Weekly and monthly cash forecasting models

Margin and KPI dashboards for every product, job, or location

Integrated systems (Odoo, QuickBooks, Patriot) that talk to each other

CFO-level summaries so you focus on growth, not spreadsheets

Tax Compliance

" Worried About the Cost? Let’s Talk About What It’s Really Costing You."
You’re right to think about it — but let’s look at what it’s really costing you to keep running your business the hard way.

" You’re Already Paying for It. "

Every hour you spend chasing invoices, fixing bookkeeping errors, or guessing where your cash went — that’s profit lost.
You’re paying for it in time, stress, and missed opportunities.

" Let’s Do the Math 💰 "

Your Time Value Hours Lost Each Week Monthly Cost of Chaos
$50/hr 5 hours $1,000
$100/hr 10 hours $4,000
$150/hr 15 hours $9,000 +

That’s what “doing it yourself” really costs.

" Our Service Costs Less — and Pays You Back. "
For a fraction of that amount, our Financial Health Diagnostic & Growth Advisory gives you:

Clean systems that run without you.

Dashboards that show profit and cash in real time.

Procedures and automation that free your team from chaos.

Compliance confidence — no more last-minute surprises or penalties.

"You’re not buying another report — you’re buying back your time. Imagine What You Could Do With That Time "
✅ Meet more clients.
✅ Close more deals.
✅ Grow new locations.
✅ Or simply enjoy evenings without worrying about the books.

"Before asking “What does it cost?” Ask instead:
“What is it costing me to keep doing it this way?”

Results Clients See:

graphs of performance analytics on a laptop screen

50 % faster month-end close

a stack of one hundred dollar bills sitting on top of a table

10 %+ increase in profit margins through better costing

a group of white robots sitting on top of laptops

60 % reduction in admin time after automation

100 % on-time reporting and tax compliance

Why Work With Us

Led by a team of experienced CPAs, former Deloitte and Big 4 professionals, and CFO-level advisors, we bring over 20 years of combined expertise in finance, audit, ERP implementation, and process automation.

Together, we’ve managed budgets exceeding $100 million, guided mergers and acquisitions, and built fully integrated financial systems for companies across manufacturing, e-commerce, construction, and services.

We bridge the gap between bookkeeping, technology, and leadership — turning confusion into clarity, and complexity into confident management.