How It Works

A Clear Process. No Confusion.

Intake

You complete a short intake and upload the financial documents requested (example: trial balance, financial statements, debt schedules, and other supporting reports as needed).

Calculation + Analysis

I calculate the composite score and break down the drivers. You’ll know exactly what’s helping, what’s hurting, and what needs to change.

Action Plan + Debrief Call

We meet for a debrief call. You leave with your score, the diagnosis, and a prioritized roadmap you can hand to your accounting team.

Monitoring (Optional)

If you want ongoing guidance, we set quarterly checkpoints to keep you stable and prevent surprises.

Boundaries

I consult. I do not implement.

My role is to diagnose, explain, and provide a plan. Your team executes the bookkeeping, accrual conversion, and audit work. This ensures you have independent, objective advice without conflict of interest.