Start Your Financial Discovery Assessment
Start the Financial Discovery Assessment. Our proprietary diagnostic across three dimensions — with a dollarized, prioritized plan delivered at the Executive Action Meeting.
Financial Discovery Assessment
Get an expert read on your finance function — and a plan you can act on.
Tell us a bit about the business. We’ll be in touch to walk through what the Assessment will surface for a business like yours.
The Financial Discovery Assessment is a defined diagnostic of your accounting systems and technology, your processes and procedures, and your team members and team structure, including a will-skill analysis of each team member. Findings come back as the Financial Heat Map System — prioritized, dollarized, with a phased plan — and are reviewed with your leadership at the Executive Action Meeting.
The cost depends on the size and complexity of the business, and we agree the scope with you before we start. The Assessment stands on its own: you can execute the plan with us, with another firm, or with your own team. Our cost guide covers what ongoing CFO and Controller support costs.
We’ve walked into hundreds of businesses at the stage yours is in now. We know where to look. We know how to fix what we find.
Prefer to call?
866-324-4473If your CFO or Controller has just left, call first, or say so in the form. We put interim leadership in place and run the Assessment in parallel or once the business is stable.
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Tell us about the business.
We agree the scope with you before any work begins.
From the Field
Three engagements show what the Assessment finds.
The Field Was Ready. The Books Weren't.
A $6M electrical contractor with a strong pipeline and unprepared accounting. Financial infrastructure modernization enabled an $18M+ growth trajectory.
Manufacturing & Distribution$100M Business. $10M Infrastructure.
A $100M manufacturer operating on $10M finance infrastructure. The Assessment revealed $1.73M in annualized value across finance operations.
Food & BeverageGrowth Creates Complexity. Complexity Creates Risk.
A specialty coffee roaster expanding to new locations didn't know which existing locations were profitable. We built the visibility they needed before they signed another lease.
More engagements are in our case studies.