Book Your Free 30-Minute Financial Assessment
Select a convenient time on our calendar below for a 1-on-1 strategy call with a dedicated financial specialist.
What to Expect During Your Strategy Assessment
Our 30-minute consultation is a diagnostic session with a senior financial advisor—not a high-pressure sales pitch. We evaluate your current financial workflows, software stack, and cash visibility challenges to give you actionable advice.
Workflow Diagnostic
We review your general ledger setup in QuickBooks Online or Xero, bank feed connections, sales channels (Shopify, Amazon, Stripe), and current month-end close speeds.
Cash Runway Audit
We assess your 13-week forward cash forecasting needs, deferred revenue amortization schedules (ASC 606), payroll integrations, and tax reserve planning.
Tailored Proposal
Receive a clear, transparent monthly service proposal featuring our 3-layer AI + CPA oversight, complete with expected onboarding timelines and zero annual contracts.
100% Confidentiality Guaranteed: All disclosures and preliminary financial discussions are covered under strict non-disclosure guidelines.