Paid Bookkeeping Diagnostic & Action Plan
What it is:
The CFO‑Level Bookkeeping Diagnostic & Action Plan is a one‑time, paid assessment that provides business owners with clear visibility into their bookkeeping, financial structure, and reporting—so decisions are made with confidence, not guesswork.
What you receive with the diagnostic:
A comprehensive review of your current bookkeeping setup and financial structure
- An assessment of the accuracy and reliability of your financial reporting
- Identification of gaps, risks, and inefficiencies impacting financial clarity
- A clear, written action plan outlining recommended next steps and priorities
This diagnostic is designed to provide clarity before any ongoing engagement.
Who this diagnostic is for:
This assessment is designed for established businesses that want professional‑level financial clarity and are considering ongoing bookkeeping or advisory support.
It is not intended for startups, DIY bookkeeping, or businesses seeking quick fixes.
How the Diagnostic Works
1. Secure your diagnostic by completing the one‑time payment
2. Complete a short intake form so we can prepare
3. Participate in your CFO‑level diagnostic review
4. Receive a clear action plan outlining next steps
Investment:$495 (one‑time)
If you choose to move forward with ongoing bookkeeping or advisory services, this fee is applied toward your monthly engagement.
There is no obligation to continue beyond the diagnostic.
For Business Owners Ready to Move Forward
This diagnostic is the first step for business owners who are serious about improving their financial structure.
If, after completing the diagnostic, you decide to move forward with ongoing bookkeeping or advisory support, your $495 diagnostic fee is fully credited toward your engagement.
Additionally, a limited number of clients who complete the diagnostic may qualify for founder‑level pricing adjustments during their initial onboarding period.
Qualification is based on business readiness and fit.