Answer a few practical questions about reporting, tax, cash flow, controls, and advisory. In five minutes you'll have a category-by-category snapshot of where attention is likely most valuable.
Whether the numbers arrive on time and can be trusted.
Whether tax planning happens before deadlines force it.
How clearly the business sees near-term cash needs.
How clearly financial responsibilities are defined.
Whether financial results connect to business decisions.
Whether finance is keeping pace with the direction of the business.
About five minutes. The questions are designed to be answered from working memory — you shouldn't need to pull records.
No. The checkup is a high-level readiness snapshot. It doesn't substitute for a conversation with a CPA about your specific facts.
Your responses stay in your browser for the session. If you request a follow-up, only the information you enter on the contact step is sent to the firm — never your raw answers.
Each of six categories — reporting, tax readiness, cash-flow visibility, controls, advisory, and growth support — is scored on a simple four-tier scale so you can see where attention is likely most valuable.
