Financial Readiness Assessment
Two uploads. Two questions. One clarity-packed, CPA-prepared report.
Get a clear picture of your company’s financial foundation, without meetings, spreadsheets, or stress.
In this Financial Readiness Assessment, our CPA team reviews your last 12 months of financial activity and delivers a concise, professional report that shows where your books stand today, and what’s needed to become investor or audit ready.
This assessment gives you practical insight into your revenue flow, expense structure, and accounting alignment, so you can make confident financial decisions before your next raise or review.
What You’ll Get
A CPA-prepared financial readiness report based on your real data
*A 12-month financial snapshot with observations on cash flow, burn rate, and revenue trends
Key findings & recommendations to strengthen your financial foundation
*A readiness score showing how close you are to GAAP or audit-ready standards
What We Need From You
*12 months of bank statements (PDF or CSV)
*Monthly financial statements for the same period (Balance Sheet & P&L)
*Answers to 2 quick questions:
1️⃣ How does your company make or plan to make money?
2️⃣ How and when do customers pay you?
That’s it! Upload your files, answer two questions, and get your report within 5 business days.
No meetings. No pressure. Just clarity.
____
We accept only 5 assessments per month to ensure each report gets full CPA attention. Spots for this month's cohort close on the 25th.
- $3,000
- Offer Value
