Start here · Business Checkup

Your business is busy. Is it healthy?

Sales are coming in. Bills are getting paid. Payroll goes out. But do you really know how the business is doing?

The Business Checkup is for an existing owner who isn’t ready for an ongoing Controller or CFO relationship but wants a clear picture of where the business stands and what needs attention.

Questions this answers

  • Where is the money going?
  • Am I really making money?
  • Who owes me money?
  • What do I owe?
  • Are expenses too high?
  • Can I afford my next move?

How it works

  1. 01

    Gather

    We collect the financial information needed to understand the business.

  2. 02

    Analyze

    We look at the numbers, the trends and the systems producing them.

  3. 03

    Review

    We sort out what’s working and what needs attention.

  4. 04

    Explain

    We sit down with you and walk through what we found, in plain English.

  5. 05

    Plan

    You get a practical action list, in priority order, with a name next to every item.

  6. 06

    Stay Involved

    If it makes sense, we keep going after the Checkup.

What we look at

Cash Flow & Profitability
Cash movement, margins, major expenses and whether the business is producing the results you expect.
QuickBooks® & Reporting
Whether the books are organized, accurate enough to be useful, and telling you something you can act on.
Receivables, Bills & Payroll
Who owes you, what you owe, payroll and labor costs, loans and the other recurring pressure points.

What you get

What you walk away with

  • What we found
  • What’s working
  • Problems or concerns
  • Opportunities
  • Priority items
  • Recommended next steps
  • 90-day action plan

You leave knowing where the business stands, what needs attention first, and who should handle it.

Your reports tell you what happened. We help you understand why, and what to do next.

Proof

An e-commerce packing area: a packing table with a label printer and tape gun, shelving stacked with shipping boxes

E-commerce / direct-to-consumer

Multimilliondollar operation, from an Instagram shop

From an Instagram shop to a multimillion-dollar operation

Helped an emerging e-commerce business navigate rapid growth, develop stronger financial controls, and expand into a multimillion-dollar operation.

sales-tax tracking built
Multi-state
sales-tax tracking built
connected to QuickBooks
Shopify
connected to QuickBooks

Read the case study

FAQ

Business Checkup, answered

My business is making sales, so why can’t I tell where the money is going?

Sales are coming in. Bills are getting paid. Payroll goes out. But do you really know how the business is doing?

We look at cash movement, margins, major expenses and whether the business is generating the results you expect, then sit down with you and explain what we’re seeing in plain English.

Can someone get my QuickBooks organized and make the reports actually useful?

Yes. We look at whether the books are organized, accurate enough to be useful, and giving you information you can understand.

Larger projects, like reconstructing a year of records, are scoped separately with their own deliverables, timeline and fee, so the monthly relationship stays focused on decisions.

What are my financial reports actually telling me?

Business owners should understand their own numbers. We explain what’s happening without unnecessary financial jargon.

We work alongside the CPA and bookkeeper who produce your reports, and turn them into something you can use: where the money came from, where it went, and what’s affecting profitability.

If we can’t explain something in plain English, we haven’t done our job.

Before the next big decision, call.

A 30-minute conversation about where the business is and what you’re weighing. No prep needed.

Schedule a conversation

or call 973-908-2773

Book a decision session

About us · 1:06

Decision Point in about a minute

How we work with owners on the big calls, from hiring to buying a business.

Watch the video