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Investor-Ready Financials in 14 Days (Even If You’ve Never Kept Formal Books)
FREE

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.

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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

Basic Info

Certified Public Accountants and Governance Risk and Compliance Professionals. We optimize the financials of Subscription businesses with innovative performance insights.

We perform Accounting, Advisory, and Regulation Crowdfunding Financial Statement Review services to help you improve your cash flow and profitability.

Why work with us

Regulation CF Reviews:

Are you an entrepreneur seeking financial reviews for your Regulation Crowdfunding campaign? We understand that you value personalized service, care about the success of your business, and are conscious of time and budget constraints. At our CPA firm, we go beyond the numbers to provide a personal touch, prioritizing your business's well-being and delivering efficient, cost-effective solutions. Here's how we address your unique needs:

  • Personalized Attention: We genuinely care about your business and its success. When you choose our CPA firm, you become more than just a client to us. We take the time to understand your specific goals, challenges, and aspirations. Our team is dedicated to providing you with personalized attention and guidance throughout the financial review process.
  • Efficient Turnaround: We understand that time is of the essence for your Regulation Crowdfunding campaign. Our CPA firm is equipped with streamlined processes and experienced auditors who efficiently perform the necessary tasks without compromising quality.
  • Cost-Effective Solutions: We recognize the importance of cost-effectiveness, especially for entrepreneurs seeking to optimize their resources. Our financial audit services are designed to deliver value without breaking the bank. Rest assured that our fees are transparent and tailored to your specific needs, ensuring you receive the best possible value for your investment.
  • By choosing our CPA firm, you can trust that we genuinely care about your business, its success, and your time and budget constraints. We bring a personal touch to the financial audit process, ensuring a collaborative partnership, efficient turnaround, and cost-effective solutions.

Accounting and Advisory:

  • Did you know that having inaccurate books or incomplete financial statements could derail your investment opportunities?
  • We've seen many founders' crowdfunding campaigns get delayed because their auditors couldn't easily make sense of their finances, causing the reviews and audits to have longer durations.
  • We've heard many investors say that a huge "turn-off" are founders with financials that "looked as if they were drawn up on a napkin."
  • How would you feel if inaccurate or unprofessional financial statements prevented you from getting the funding you needed?

Work with us and you'll save time and stress knowing that you'll have quality investor-ready financial statements at an affordable price.

Company focus

Services

Accounts, Financing and Taxation
Legal and Audit
Accounting and Bookkeeping

Industries

Accounting
Management Consulting