3-Year Financial Analysis & Strategic Report

Price: $2,000

“Know your numbers. Own your direction.”

What’s Included:

• Full review of 3 years of Profit & Loss, Balance Sheet, and Cash Flow

• Trend analysis and year-over-year performance

• Key ratios: gross margin, net profit margin, liquidity, efficiency

• Customized strategic insights: where you're strong, where you're bleeding

Outcomes:

• Clear understanding of your business’s financial health

• Identified growth opportunities and cost drains

• Strategic roadmap to improve profitability

Best For:

• Founders who feel unsure about what their numbers mean

• Owners preparing to grow, raise capital, or exit

Business Model Audit

Price: $1,250

“Know what’s working. Fix what’s not.”

What’s Included:

• Profitability analysis by product/service line

• Scalability and capacity review

• Identification of your most and least valuable offerings

Outcomes:

• Clear picture of which parts of your business make (or lose) money

• Confidence to double down—or cut bait

• Action plan to align resources with high-return areas

Best For:

• Businesses experiencing growth with thinning margins

• Founders juggling too many offers with unclear ROI

Cash Flow Analysis & 12-Month Projection

Price: $1,500

“Stop guessing. Start planning.”

What’s Included:

• Analysis of cash flow trends and trouble spots

• Forward-looking 12-month cash flow projection (custom Excel model)

• Identification of timing issues, payment gaps, or funding needs

Outcomes:

• Clarity on how cash enters and leaves your business

• Roadmap to improve timing, reserves, and decision-making

• Predictability and peace of mind

Best For:

• Seasonal businesses or those with tight cash cycles

• Owners unsure why they’re “profitable but broke”

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Chart of Accounts Optimization

Price: $1,000

“Structure your books to serve your strategy.”

What’s Included:

• Review and clean-up chart of accounts

• Restructure for clarity, tax efficiency, and strategic insights

• Optional: Implementation support (only for QuickBooks)

Outcomes:

• Cleaner, more useful financial reports

• Easier tax prep and expense tracking

• Ability to see financials in a way that informs decision-making

Best For:

• Businesses with messy books or legacy setups

• Owners who struggle to understand their reports

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