Books Health Index
What you can trust, review coverage, critical issues, and cleanup priorities.
A 50-check books assessment. Numeric findings depend on available evidence; missing evidence is identified rather than treated as a completed score.
For established businesses with six-figure annual revenues and up
The Profit Audit
Find where cash is trapped, what’s eroding profit, and what to fix first.
We review your books and financial performance, investigate what needs explaining, and give you an advisor-reviewed action plan.
A clear next move
Strategic CFO judgment grounded in the financial records your business can support.
- Understand what you can trust in your books.
- See where profit and cash deserve attention.
- Leave with an advisor-reviewed action plan.
A focused review for founders concerned about cash, profit, or the quality of their books.
Clear pricing
$2,500 for the complete Profit Audit
We begin by assessing your books. If the records do not support a reliable full audit, you receive a Books Assessment and cleanup roadmap for $750.
Pay $750 initially. The remaining $1,750 is charged only after your advisor confirms we can proceed.
Is this what you’re asking?
Four reasons founders look for a Profit Audit.
- I need cash. Where can I find it?
- Can I trust my books?
- Sales are up. I’m keeping less.
- Why does the cash problem keep returning?
What you get
Six practical deliverables to help you decide what to do next.
Profit Leak Map
Where pricing, margins, delivery costs, and overhead deserve attention.
Cash Opportunity Map
Where cash is tied up, potential release, timing, and required actions.
Expense Triage
What to cut, watch, or keep. Questions are flagged for advisor review and approval before client follow-up.
Money Finder
Estimated impact of changes in pricing, sales volume, costs, and payment timing.
90-Day Action Plan
Your first five moves, estimated impact, owners, and next steps.
Full profit and cash deliverables depend on records supporting the analysis. Estimates distinguish recurring profit improvements from one-time cash release.
How it works
Four steps from application to your findings.
Step 1
Apply and share
Tell us about your business and upload your financial exports.
Step 2
Meet your advisor
A 30-minute onboarding to understand your goals and business.
Step 3
We investigate
Assess book quality, clarify gaps, and complete the analysis the records support.
Step 4
Review your findings
A 60-minute session to walk through your report and action plan.
File preparation and clarification requests may require additional time.
Who this is for
For founders of established businesses with six-figure annual revenues and up.
Designed for founders concerned about cash, profit, or the quality of their books.
You may be looking for answers about…
- Cash that seems trapped in the business.
- Profit that isn’t keeping pace with sales.
- Books you’re not sure you can rely on.
The analysis depends on the records your business can support.
- The initial Books Assessment helps determine whether a reliable full audit can proceed.
- If it cannot, the engagement concludes with the Books Assessment and cleanup roadmap.
Profit Audit FAQs
Questions founders ask before they decide.
What if my books are a mess?
We begin with a $750 Books Assessment. If the records do not support proceeding with a reliable full audit, the engagement concludes with the Books Assessment and cleanup roadmap for $750. The remaining $1,750 is charged only after your advisor confirms we can proceed.
How much of my time does this take?
There is a 30-minute onboarding and a 60-minute findings review. File preparation and clarification requests may require additional time.
How is this different from my bookkeeper or accountant?
Your bookkeeper or accountant helps maintain the financial records and meet reporting obligations. Our strategic CFO work uses those records to evaluate cash, profitability, and business decisions. If you need help producing reliable numbers, Financial Ops can provide bookkeeping, controllership, finance automation, and FP&A support under a separate scope.
What happens if the records don’t support a full audit?
You receive a Books Assessment and cleanup roadmap for $750. Your advisor confirms whether the records support proceeding before the remaining $1,750 is charged.
You may not need more revenue to make more money.
There may already be profit hiding inside the business you have today.
- In pricing you haven’t revisited.
- Margin you’ve allowed to erode.
- Labor that isn’t producing enough output.
- Spending that accumulated without being challenged.
- Cash sitting in the wrong place.
- Or financial information that simply isn’t giving you the visibility you need.
Find what to fix first.
The Profit Audit
Your records, analyzed with advisor judgment. Your findings, priorities, and next steps.