BATON ROUGE, LOUISIANA
The Full Financial Review runs your business through 120 checkpoints. What each type of work actually earns. Why cash gets tight and exactly when. Whether your prices have kept up. What your next hire has to bring in. It comes back as a scored report, a live dashboard built from your real numbers, and a 90-day plan in plain English.
Read-only access · encrypted in transit and at rest · we never see your bank logins
The books can't show you any of that the way they're set up today. Ten business days changes that.
An analysis like this from a fractional CFO firm runs $1,500 to $5,000. The Review is $1,000, flat. And if you start monthly service with us inside 15 days, the whole $1,000 credits to your first month. The Review ends up costing you nothing.
Read-only. We change nothing in your books. Tax-strategy findings get sized and flagged for your CPA. We do bookkeeping and financial systems; the tax advice stays with your tax pro.
Every Review includes one working dashboard view built from your actual bookkeeping data. Open it on your phone. Tap a number, see the transactions behind it. Our monthly clients get the full set: cash forecast, job profitability, hiring affordability. The Review shows you what that feels like with your own numbers.
Real format, fictional business. The scored summary, all seven areas, the dashboard preview, and the full 90-day plan with dollar figures on every move.
View the sampleNot ready today? Drop your email and we'll send you the sample plus the five checks owners fail most, so you can spot-check your own books tonight.
Each scored 1 to 10, rated plainly, benchmarked against service businesses your size, with sources named.
Based in Baton Rouge. I run the books and build the financial systems for HVAC and plumbing shops across south Louisiana, and every Review is done by me, not handed to an offshore team. Veteran-owned, and when we get on the readout call, you're talking to the person who actually went through your numbers.
A 30-minute voice interview on your own schedule, plus a secure spot to upload statements, your last two years of returns, and connect read-only access to your bookkeeping software.
We dig into whatever the interview surfaced. No prep needed.
Ten business days. You'll have a first finding in your inbox inside the first week.
The scored report, your dashboard, and the 90-day plan arrive days ahead of our 60-minute call. Read it on your time. Then we work the plan together.
If we don't find at least three things worth fixing or worth money, you don't pay.
Say so at your readout and the full $1,000 comes back to your card. No forms, no argument.
Start monthly service with us within 15 days of your readout and the full $1,000 credits to your first month. The Review ends up costing you nothing. If you'd rather take the plan and run it yourself, that's a fine outcome too, and we'll still answer your questions for 30 days after.
It covers the books and the business foundations without the margin, pricing, and cash analysis. And if you start there and want the whole picture later, your $500 applies to the Review within 15 days.
Look at the CheckupA bookkeeper keeps the books. This tells you what the books mean. Most owners who come to us already have somebody doing data entry. What they've never had is someone rebuild their margins by service line and hand them their break-even number. Do the Review first, then decide who should run the plan.
About two hours across three weeks, and most of it on your schedule. Thirty-minute voice interview, some uploads, a 30-minute call, and the 60-minute readout.
Your documents go into a private, encrypted portal, encrypted in transit and at rest. We get read-only access to your bookkeeping software, which you can revoke with one click the moment we're done. We never ask for a bank login, ever.
No. Statements and read-only access to your bookkeeping software, QuickBooks or whatever you use. We can look, we can't touch, and we change nothing.
No. We do bookkeeping and financial systems. When a finding touches tax strategy, we size it in dollars, flag it, and point you to a CPA or enrolled agent. If you don't have one, we know good ones here in Baton Rouge.
$1,000. Credits in full toward monthly service. Three findings or it's free.
Get your Review, $1,000Read-only access · encrypted in transit and at rest · revoke anytime