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
This service is not an audit, tax return, business valuation, or guarantee of future results.
Straight Books provides remote assessments for Gainesville and Alachua County businesses, nearby North Central Florida communities, and clients nationwide. Explore Gainesville bookkeeping services.
If the assessment identifies larger bookkeeping problems, review Cleanup & Catch-Up services.
