Before you hire a CFO, a controller, or even a new bookkeeper — know exactly where you stand. A senior CGMA reviews your entire financial setup and delivers a written action plan in 10 business days.
Book Your Assessment Call →30-minute scoping call first · Then 10 business days to delivery · 100% applicable to any future retainer
A comprehensive financial diagnostic performed by a CGMA with 24 years in professional finance.
Is your chart of accounts structured for decision-making or just compliance? We identify misclassifications, missing accounts, and structural issues that produce misleading financials.
We trace where your money actually goes: operating cash flow, working capital cycle, and the gap between profit and bank balance. Most founders are shocked by the difference.
3–5 immediate improvements you can make this month: vendor term renegotiations, AR collection gaps, cost reductions, pricing adjustments, or tax planning opportunities.
Your margins, DSO, cash conversion cycle, and overhead ratios compared to industry benchmarks. Know exactly where you're outperforming — and where you're bleeding.
A clear, prioritized report: what's working, what's broken, and what to fix first. Yours to keep and act on — whether you work with us or not.
Walk through every finding together. Ask questions. Get honest, specific recommendations on what level of financial support your business actually needs — even if it's not us.
We learn about your business, your accounting setup, and your biggest financial concerns. Free, no obligation.
You grant read-only access to your accounting platform. We review 6–12 months of data: chart of accounts, trial balance, bank reconciliations, AP/AR aging, and cash flow patterns.
Within 10 business days, you receive a detailed PDF: findings, benchmarks, quick wins, and a recommended action plan. No jargon — written for founders, not auditors.
Walk through every finding together. Ask anything. We'll give you an honest recommendation — bookkeeper upgrade, controller, CFO, or "you're fine as-is."
If you decide to work with us on an ongoing basis, the full $2,500 assessment fee is credited toward your first month's retainer. Either way, the report is yours to keep.
30-minute scoping call. No sales pitch. We'll tell you honestly if this assessment makes sense for your business — or if you need something else entirely.
Book Your Assessment Call →Or email stuart@blackpeakcfo.com · +1 (347) 486-4497