Free Business Analysis
Your revenue is strong. Does your bank account agree?
A two-page read of your books: what's working, where the leaks are, what to fix first. Nothing new to build on your side.
How it works
1
A 15-minute call
We make sure it's a fit and answer your questions.
2
Sign an NDA
Your numbers stay yours. In writing, first.
3
Send the standard reports
The exports your books already produce.
4
Review the results
Two pages, walked through together.
What you get
- What looks good on the accounting side
- Where money is leaking, with dollar figures
- Three numbers, in context against your peers
- Three moves for scaling, in order
Have these ready
- Trial balance, current and prior year
- General ledger detail, trailing 12 months
- Monthly P&L and balance sheet
- Chart of accounts