Financial Deep Dive

A fuller analysis for a bigger decision: cash, pricing, hiring, or profitability.

Includes

  • Everything in the Financial Check-In

  • Up to 2 focus areas, such as cash flow and burn planning, project or service profitability, pricing and rates, or a hiring decision

  • Analysis built from your data: sales by customer or project, job costing, and time reports if you track hours

  • A custom workbook and a prioritized action list

  • A 90–120 minute working session, plus a written summary

Required prep (5 business days before)

  • QuickBooks Online accountant access

  • YTD P&L and balance sheet, and a bank balance as of a recent date

  • Sales by customer or project, with vendor and subcontractor bills tagged to projects

  • Time reports by project and person, if you track time

  • Contracts, pipeline and payroll summary as relevant to your focus areas

You’ll leave with a working Excel file built around your business: meeting agenda and action items, a dashboard of the KPIs that matter to you, and tools you can update each month.

Cost:  $1,200

One-time: Includes 30 days of follow-up email support

Quarterly: Includes email support between sessions (3 months)

Book a Deep Dive