360 Financial Diagnostic
Find out exactly where your financials are breaking down
— before it costs you.
Most business owners don’t know what they don’t know. The 360 Financial Diagnostic cuts through the noise—giving you a clear, controller-level assessment of where your books stand, where the risks are hiding, and what needs to change.
Each diagnostic is conducted personally by Tim Guerrero—bringing a controller-level perspective shaped by 15+ years in public and private accounting.
This is for you if…
- Your bookkeeper sends reports—but you’re not confident you can trust them
- You’re preparing for a loan, investor conversation, or major decision and need clarity
- Revenue is growing, but cash feels tight and you’re not sure why
- You know something’s off—you just can’t pinpoint what
- You’ve inherited a financial setup and need an independent view of where things stand
Investment
Most engagements are priced at$1,000
One-time engagement
Includes written report + live debrief call
Final pricing may vary depending on the size, complexity, and condition of your financials. If you move forward with ongoing services within 60 days, your diagnostic investment is credited toward onboarding.
Book Your Diagnostic →
How it works
1. Provide access to your financials
We request read-only access to your accounting system (typically QuickBooks) along with your most recent financial reports. No cleanup required—we assess it as-is.
2. Structured, controller-level review
Your books, reporting, processes, and controls are assessed across four pillars using a clear scoring framework—so findings are specific, not vague.
3. Receive your 360 Financial Report
A written document you keep—with a stoplight scorecard, identified risk areas, and a prioritized action plan ranked by urgency and impact. Delivered within 5–7 business days.
4. Walkthrough & debrief
A focused call to review findings, answer your questions, and ensure you leave with clarity—not just a document.
What we evaluate
We assess your finance function across three key pillars:
Financial Foundation
Chart of accounts, data integrity, reconciliations, and overall financial structure
Reporting & Close
Reliability, timeliness, and decision-readiness of your income statement, balance sheet, and cash flow statement
Systems & Operations
Accounting systems, integrations, internal controls, SOPs, and scalability readiness
Each area is evaluated using a simple stoplight scoring system—giving you a clear, visual view of where attention is needed.
What you’ll walk away with
- A written 360 Financial Health Report—yours to keep
- A stoplight scorecard across all three pillars
- A prioritized action plan ranked by urgency and impact
- A clear view of where your financials stand—and what to do next
Common questions
Do I need to be a current client?
No—this is a standalone engagement. You’ll receive a complete, actionable deliverable regardless of what comes next.
My books are a mess. Should I clean them up first?
No. We assess your financials as they are—that’s the point.
What happens after the diagnostic?
You leave with a clear plan you can act on independently. If it makes sense to work together on implementation, we can discuss that—but there’s no obligation.
How long does it take?
Typically 5–7 business days after receiving access to your financials.
What will you need from me?
Read-only access to your accounting system and your most recent financial reports.
Book Your 360 Financial Diagnostic
You don’t have to keep guessing.
Get a clear, expert view of where your financials stand—and exactly what to do about it.