Business Snapshot
A financial check in for your business, without committing to ongoing bookkeeping.
You don’t need a full time bookkeeper to benefit from understanding your numbers.
The Business Snapshot is a one time financial review designed to help you step out of the day to day, look at the bigger picture, and understand what your business numbers are actually telling you.
$150 | One Time Service
What’s Included
Financial Review
I’ll review your year to date Profit & Loss and, when available, compare it to the prior year to identify trends and changes worth paying attention to.
45-60 Minute Review Call
We’ll walk through my findings together, talk about what stands out, and make sure you understand what your numbers are telling you.
Your Business Snapshot
You’ll receive a personalized summary of the key numbers and takeaways from your review, giving you something clear and useful to reference after our conversation.
A Place to Ask Questions
Have questions while we’re reviewing everything? Ask away. This isn’t about handing you another financial report, it’s about helping you understand it.
You have financial reports, but aren’t totally sure what you should be looking at
You know how much money is coming in, but want a clearer picture of how your business is actually doing
You’ve had a busy season and want to step back and check in on the numbers
You’re making business decisions and want to feel more informed before making your next move
You don’t need ongoing bookkeeping right now, you just want an accountant to take a look with you
You don’t need to become a numbers person. You just deserve to understand the numbers behind the business you’re building.
This Might Be For You If….
How It Works
1.Book Your Business Snapshot
Fill out a quick form to tell me about your business and get started.
2.Make It Official
You’ll receive your contract and $150 invoice through HoneyBook. Once those are complete, you’ll be able to schedule your review call.
3.Send Over Your Financials
I’ll request the reports I need to prepare your Snapshot, including your year to date Profit & Loss and prior year financials when available.
4.I’ll Build Your Snapshot
I’ll review your numbers, identify the trends and takeaways worth discussing, and prepare your personalized Business Snapshot.
5.Let’s Talk Numbers
We’ll meet for 45-60 minutes to walk through everything together, answer you questions, and make sure you leave understanding what you’re looking at.
Ready for a Financial Check In?
You don’t have to overhaul your entire bookkeeping system to get more clarity around your business finances. Sometimes, you just need an hour to stop, look at the numbers, and understand where you stand.
Business Snapshot | $150