Finance & Accounting Services
THE GROWTH AUDIT
Many companies struggle to understand the complete picture of their financial health status.
Even fewer know how to grow their top and bottom line predictably and sustainably.
Our proprietary Growth Audit demystifies all of this for CEOs, and simultaneously does the following:
1. Accurately assesses your unique company financials
2. Prioritizes a set of unique recommendations for your financial growth plan
3. Details actions that are unique to your company to achieve your financial scale
We help you to unlock and fine-tune your company financials.
HOW IT WORKS
Assess, Prioritize, and Implement
DISCOVER
Discussion to get started
Quick questionnaires to clarify needs
Initial analysis of issues and potential course of action
Quick overview of financial statements
Free (1-2 hours)
ASSESS
Detail questionnaires to find hidden problems and needs
Review all documentation to see the full financial health of your company
Discussion on various financial goals and metrics
Detail analysis and review of Profit & Loss and Balance Sheet
Fixed one-time fee (1-2 weeks)
Prioritize
Set goals and needs
Create actionable items
Prioritization of events
Set up timeline and plan for growth
Fixed one-time fee (1-2 weeks)
Implement
Implement the company financial plan according to planned needs
Observe and review the results based on the changes
Revise and realign objectives if the results fall outside of projections
Re-iterate the implementation process to achieve results closer to the projections
Fixed one-time fee (1 month+)
Checkup
Post audit review
Ten points checkup
Repeat every six months for two years
Discuss new issues and needs about future growth (additional work will be fee-based)
Free (1-2 hours)