A Financial Check-up for Your Business
The Value
Understand the financial strengths and weaknesses of your business through the eyes of an outside professional. Your brief 5 -7 page report will be preceded by a fact-finding call and followed by a second call during which all analysis and recommendations will be explained.
Areas of Analysis & Recommendations
Four-year P & L and Balance Sheet analysis along with a six-month bank statement analysis. Understand how outside readers of your statements (lenders, for example) interpret your results and current financial situation.
Receive direct recommendations of steps you can take to improve weaknesses and maximize strengths.
Required Documents
You'll need to upload the following documents to our secure document portal:
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Three-years of business taxes
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Current Year financial statements (P & L and Balance Sheet)
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6 Months of Bank Statements
Cost & Refund Policy
The fee of $350 payable by Paypal, wire, or check is fully refundable should you be displeased with your Financial Check-Up for any reason.
Sample Report
Contact us today for more information about your Financial Check-Up!