360 Financial Diagnostic
Discover what may be hiding beneath the surface of your financials — and gain a clearer understanding of where stronger visibility, structure, and support may be needed.
Most business owners don’t realize where financial gaps, reporting issues, or operational inefficiencies are hiding until they begin affecting decision-making, cash flow, or growth.
The 360 Financial Diagnostic provides a structured, controller-level assessment of your financials, reporting, systems, and processes — helping you gain a clearer understanding of where things stand and where improvements may be needed.
Each diagnostic is conducted personally by Tim Guerrero, bringing a controller-level perspective shaped by 15+ years across public accounting and private industry.
What we evaluate
We assess your finance function across three key pillars:
Financial Foundation
Chart of accounts structure, reconciliations, data integrity, and overall financial organization.
Reporting & Close
Reliability, timeliness, and decision-readiness of your financial reporting and month-end close process.
Systems & Operations
Accounting systems, integrations, internal controls, workflows, and scalability readiness.
Each area is evaluated using a simple stoplight scoring framework — giving you a clear, visual understanding of where attention may be needed.
What you’ll walk away with
- A written 360 Financial Diagnostic Report — yours to keep
- A stoplight scorecard across key financial areas
- Prioritized findings ranked by urgency and impact
- Clear next steps and recommendations tailored to your business
- Greater visibility into where your financials stand today
Investment
Most diagnostics are priced at$1,000
One-time engagement
Final pricing may vary depending on the size, complexity, and condition of your financials. If you move forward with ongoing services within 60 days, the diagnostic investment is credited toward onboarding.
Book Your Diagnostic →
This is for you if…
- Your bookkeeper sends reports — but you’re not fully confident you can trust them
- You’re preparing for a loan, investor conversation, or major business decision and need clearer financial visibility
- Revenue is growing, but cash still feels tighter than expected
- You know something feels off financially, but you’re not sure where the problem actually starts
- You inherited an accounting system or financial setup and need an independent assessment of where things stand
- Your business has grown quickly, but reporting and financial processes haven’t fully kept pace
Common questions
Do I need to be a current client?
No. The 360 Financial Diagnostic is a standalone engagement designed to provide clear, actionable insight regardless of whether ongoing work moves forward.
My books are a mess. Should I clean them up first?
No cleanup is required beforehand. The purpose of the diagnostic is to evaluate your financials and processes in their current state so we can identify where attention may be needed most.
What happens after the diagnostic?
You’ll receive a complete written report and debrief call with prioritized findings and recommendations. From there, you can decide whether you’d like support implementing improvements through an ongoing engagement.
How long does the process take?
Most diagnostics are completed within 5–7 business days after access to financial information is provided.
What will you need from me?
Typically, read-only access to your accounting system along with recent financial reports and supporting documentation needed to understand your current setup.
What’s the difference between the Diagnostic and ongoing services?
The Diagnostic is a one-time financial assessment designed to identify gaps, risks, and opportunities for improvement. Ongoing services focus on implementing structure, improving reporting, and providing continued financial oversight and support as your business grows.
You don’t have to keep guessing.
Get a clear, expert view of where your financials stand — and a better understanding of what needs attention before bigger decisions are made.