Financial Health Assessment for Small Businesses

You should not need to guess whether your books are reliable—or what to fix first. For $499, the Straight Books Financial Health Assessment gives you a focused review of available financial performance, cash flow, bookkeeping quality, reporting gaps, and business risks, followed by prioritized next steps.

WHAT YOU RECEIVE

• A review of the financial information you provide

• Identification of bookkeeping and reporting gaps

• Cash-flow and performance observations supported by the available records

• Clearly separated facts, assumptions, open questions, and recommendations

• A prioritized action plan you can use with Straight Books or another professional

A GOOD FIT WHEN

• You are unsure whether your reports can be trusted

• You are considering cleanup or ongoing bookkeeping

• Cash feels tighter than the Profit & Loss suggests

• Your tax professional or lender is asking for cleaner information

• You want an objective starting point before committing to a larger engagement