The Diagnostic

The Diagnostic is a focused engagement where I identify:

  • Where your financial systems are breaking

  • What’s causing unreliable reporting

  • Where complexity is unnecessary

  • What’s actually driving cash flow issues

What You Get

Diagnostic

$3K - $7K

*based on complexity

  • Clear identification of root issues
  • A prioritized action plan
  • Specific recommendations for systems and structure
  • A path forward (what to fix, in what order)

Rebuild

Price depending on Scope

  • Fix systems & processes
  • Help solve the root issues identified in the diagnosis
  • Execution of the plan

Support

Price depending on Scope

  • Ongoing oversite
  • Keep processes from going back to where they came
  • Troubleshooting systems issues as they arise

Timeline + Expectations for Diagnosis

  • Typically completed in 2–4 weeks

  • Requires access to systems and key team members

  • Focused, not disruptive

Schedule a Diagnostic
Schedule a Diagnostic