The Roadmap to the Green Zone
A deep-dive diagnostic of your Financials, Systems, and Tech Stack. Find the leaks, map the fix, and get ready to scale.
Your Investment is 100% Creditable.
We are confident that once you see the roadmap, you will want our help building it.
The full cost of this Audit ($497) acts as a deposit. It is fully credited toward any “System Setup” (e.g., QuickBooks cleanup, Fathom Dashboards) or “Partnership” package you book within 30 days.
The Bottom Line: You pay for the blueprint. If you hire us to build the house, the blueprint is free.
What We Will Cover
Financial Health Check
We will review your bookkeeping workflow to spot ‘money leaks’—untracked subscriptions, broken COGS, or tax blind spots
Tech Stack Review
We will map out your current software to see what can be consolidated or automated.
Bottleneck Identification
We will pinpoint the exact manual tasks stealing 10+ hours of your week.
What you walk away with
We work best with business owners who are:
✅ The “State of the Union” Report: A PDF Roadmap detailing your exact operational health.
✅ The Fix List: A prioritized action plan for immediate quick wins.
✅ Tech Architecture Map: A visual diagram of what your systems should look like.
✅ The Implementation Offer: A custom quote to fix the issues found, with your $497 credit applied.
Limited Availability
Because this is a manual, deep-dive review by a senior expert, we cannot automate this step.
To ensure quality, we limit intake to 4 Audits per month.
Secure Your Session
$497 (one time investment)
Creditable toward future implementation
⚠️ This is NOT a sales call. We will be working. Please come prepared to share your screen and discuss your current numbers.