- Last month's profit and loss and balance sheet, whatever your current bookkeeper produces
- Bank and credit card statements for the same month
- Optional: payroll summary, aged receivables, and any report a lender or investor asks you for regularly
- A conversation about what stands out in the books and possible next steps
- A chance to ask questions about your finance process
- An honest answer on whether you need us at all
Owners and finance leads at growing companies, especially in healthcare, real estate, MCA and alternative finance, and technology.
No pitch deck and no pressure. Sometimes the honest answer is that you need less than you think.
How it works
Request the review
Fill out the short form. It takes about a minute.
Agree the review scope
We'll follow up to schedule a call and agree which documents and questions to cover.
Discuss what we see
We discuss what we see and possible next steps. No obligation.
Common questions
Is it really free?
Yes. There's no cost and no obligation. If we think your books are in good shape, we'll say so.
What do I need to send?
Last month's profit and loss and balance sheet, whatever your current bookkeeper produces, and the bank and credit card statements for the same month. Payroll summaries and aged receivables help if you have them.
How do I share the files?
After you submit the form, we'll follow up to schedule a call and discuss which documents would help. Do not attach financial files to the form.
Who reads my books?
A member of our team, with the scope agreed before any documents are shared.