CFO+ Financial & Accounting
GAP Diagnostics
Looking to gain clarity and control over your company’s financial performance? Our CFO Diagnostic Engagement is a standalone, flat-fee service designed for businesses between $1M and $25M in revenue. In just a few weeks, we’ll evaluate the health of your financial systems, uncover hidden risks, and identify opportunities to improve cash flow, profitability, and decision-making. You’ll receive a detailed report with prioritized recommendations—no fluff, no obligation. Whether you continue with us or not, you’ll walk away with CFO-level insights you can act on immediately. We only do the work you need, so we have 3 levels of service.
Our CFO Diagnostic Services
We can look at your business from 50+ best-practice categories (A/R, A/P, inventory management, costing methods, gross margins, ROI, financial reporting format, budgeting, cash flow, capital structure...
Then give you a path for what to fix first and what can wait for later.
CFO+ Leak Check
For: $1–5M Rev Small Businesses
Cost: $6,000
Time: 1 Month
High-level financial health assessment; ensure books are accurate, identify obvious issues/opportunities.
CFO+ Profit Diagnostics
For: $5-10M Rev Small Businesses
Cost: $9,000
Time: 2 Months
Detailed review of accounting processes, internal controls, cash flow, reporting quality, etc. Includes management debrief.
For: $10-25M Rev Small Businesses
Cost: $18,000
Time: 3 Months
Comprehensive finance function assessment. Covers financial systems, revenue drivers, profit drivers, cashflow drivers, budgeting/forecasting process, KPIs, strategic insights for growth.
Drivers of Flow Diagnostics
Pure Advice
Empowering business owners through pure advice & expert guidance.
Real CLear Progress
We’re here to support your financial journey.
(815) 683-3034
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