The Profit Diagnostic.
Revenue is higher than it was three years ago. The bank balance doesn’t show it. Most firms look at one angle. We look at four, and we hold your numbers while we do it.
The page is yours either way.
The Decision Page
Four angles on how the business actually runs.
Sixty minutes, virtual or in person, with a licensed CPA
Your numbers
Where margin actually goes
Your operations
How the work flows, where time disappears
Your growth
What is capping the next stage
Your systems
What repeat work can come off your team
Request your 60 minutes.
No charge, no obligation. Pick a time that works and we’ll confirm it with you.
60 minutes
Virtual, or in person at our Queens office
No charge
Rather talk first? Call (718) 475-5686.
If it’s a fit, here’s what comes next.
Onboarding
Access to systems, a document pull, and interviews with everyone who touches money in the business.
The Fix
We rebuild the books, stand up the monthly close, establish reporting and run your first quarterly session.
Ongoing
Monthly close on a fixed date, a 20-minute call on the 15th, and a quarterly strategy session.
