Get clear on what’s driving financial stress and what to do next

Financial Clarity Diagnostic

This is a paid, focused assessment designed for business owners with solid revenue who want clarity around cash flow, owner pay, and decision making.

You will leave with a clear understanding of what’s happening in your business and what matters most right now.

Fixed Fee: $1,500

Start with a Diagnostic

What the Financial Clarity Diagnostic includes

The Diagnostic is the first step in our Diagnose, Design, Drive process. It is not a sales call or a generic review. It is a structured assessment built to give you clarity and direction.

What this looks like:

- Review of your core financials and recent trends.

- Identification of what is actually driving cash pressure or uncertainty.

- Clear perspective on owner pay and sustainability.

- Prioritized insights focused on what matters now, not everything at once.

- A simple scorecard and next step recommendations

What this is not

- A high pressure sales call.

- A surface level conversation.

- Generic financial advice

- An ongoing consulting engagement

How This Works:

  • After booking, you will complete a short intake and share key financial information. This allows us to prepare and make the session meaningful.

    What we will ask for so you can be prepared: recent financial statements, basic revenue and expense details, and access to any existing reporting you already use.

  • We meet for a 60 to 75 minute working session where we walk through findings, identify root issues, and align on priorities.

  • You receive a concise summary outlining what we found, what needs attention now, and what options you have moving forward.

  • Most clients use the Diagnostic to decide their next move.

    Some take the insights and implement changes internally.
    Others move into our Design phase, where we build a clear financial system based on what we uncovered.

    If ongoing support makes sense, we offer an optional CFO partnership to help operate that system over time.

    You decide what happens next.

Frequently Asked Questions

  • Because preparation begins immediately, the full fee is collected at booking. If you need to reschedule, we’re happy to accommodate with reasonable notice.

  • Cancellations made at least 24 hours before your scheduled session are eligible for a full refund.

    Cancellations within 24 hours are non-refundable, but you may reschedule for a future date.

  • No. The Financial Clarity Diagnostic is a paid, working session focused on understanding your business and providing clear direction. There is no obligation to continue beyond the Diagnostic.

  • No. Many clients choose to continue into the Design phase because it addresses what we uncover, but the Diagnostic stands on its own and provides clarity either way.

  • This is best for business owners with consistent or growing revenue who want clarity around cash flow, owner pay, and financial decisions. If you are looking for bookkeeping, tax preparation, or quick fixes, this will not be a fit.

  • You’ll leave with a clear understanding of what’s working, what’s creating stress or uncertainty, and what your most important next steps should be. You’ll also receive a concise summary to help guide your decisions moving forward.

Ready to get started? Click below

You’ll receive a calendar invite immediately after!

Start your diagnostic