Financial Health Assessment
Find out what your business actually earns.
A paid deep-dive into your numbers. You keep the analysis either way.
What it is
The Financial Health Assessment is a working analysis of your business, not a sales call. We go through your actual numbers together and come out the other side with a clear picture of where you stand.
What you get
- True contribution margin on your top products, after every cost that touches them
- A read on your cash conversion cycle — how long your money is tied up between paying for inventory and getting paid for it
- The two or three largest profit leaks we can find, ranked by what they're costing you
- A straight answer on whether an ongoing CFO retainer would pay for itself
What happens after
If a retainer makes sense, we talk about it. If it doesn't, we'll tell you that too — and you keep the analysis regardless. It's yours either way.
FAQ
Common questions
What is a Financial Health Assessment?
A paid working analysis of your real numbers, delivered as a live walkthrough. It covers true contribution margin on your top products after every cost that touches them, your cash conversion cycle, and the largest profit leaks in the business.
What do I need to bring?
Your profit and loss statement, balance sheet, and cash flow statement — in whatever format you have them, including direct QuickBooks access. No tax returns are needed.
Is this a sales call?
No. It's a working analysis, and you keep it either way. If an ongoing retainer makes sense at the end, that gets discussed. If it doesn't, you'll be told that.
Why is the assessment paid?
Because it's real work with a real output, and a paid diagnostic filters for owners who intend to act on what they find.
How long does it take?
The call itself is 30 minutes. The analysis behind it happens before you get on the call, which is why the statements come first.