Profit & Cash Diagnostic

Service Description

A one-time deep review of your profit and loss, balance sheet, and cash flow, with margins broken out by product, customer, or service line. What you get: • A written report: what's working, where margin is leaking, and where cash gets stuck • A ranked list of fixes, starting with the ones worth the most How it works: a 45-minute kickoff call, then we review your books. Your report is delivered within 5 business days of receiving your data. Works from your up-to-date books (QuickBooks, Xero, or similar). If your books are behind, cleanup is quoted separately.