A free 12-point financial health-check questionnaire — covering bookkeeping cadence, cash visibility, AR/AP aging, gross-margin clarity, tax compliance, audit readiness. Submit your answers and get a custom 1-page diagnostic + recommended next steps.
One team, one fixed price, one set of clean deliverables. No vendor sprawl, no Excel chains, no last-minute scrambles.
Cash, books, AR / AP, payroll, tax, audit, controls, reporting. Quick yes/no/uncertain answers.
Our advisory team reviews your responses and writes a 1-page diagnostic specific to your business.
Top-3 things to fix first, with rough cost-benefit and recommended sequence.
Your responses stay confidential. We don't share or use beyond the diagnostic and (if you want) follow-up.
Submit the 12-question form. Mostly yes/no/uncertain.
A senior advisor (CA / CFA) reads your responses.
Specific to your situation. Sent in 48 hours.
If you want, we walk through findings. No sales pitch.
You take the report and act — DIY, with us, or with anyone else.
Each diagnostic is reviewed by a senior CA or CFA, not a junior or AI. Time-intensive — we cap to 30/month.
We don't send a generic 12-page deck. You get a 1-page diagnostic specific to what your responses suggest.
You can take the report and run. No follow-up sales pressure. We do this because the conversion-rate from diagnostic to engagement is good enough on its own.
Take 10 minutes to fill the 12-question form and we'll send a custom diagnostic in 48 hours.
