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.
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Receive direct recommendations of steps you can take to improve weaknesses and maximize strengths.
Sample Report
Click here to see a sample
Financial Check-Up Report
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.
Contact us today for more information about your Financial Check-Up!