KIM GRIFFIN, CPAYour Finance and Accounting Partner

Complimentary · Business owners

Financial Pulse Check

A short score on whether cash, books, and tax posture are supporting the business — or quietly working against it.

Take the pulseSee the $997 check

Free on this page. The $997 check is its own page.

Pulse

Six questions. No documents.

A straight read on cash, books, margin, tax posture, controls, and how fast you can trust a report. About three minutes.

  • Scored on the spot
  • Plain-language findings
  • Not a tax return, audit, or engagement

What the score looks at

Six places money usually hides

The pulse is a signal, not a look at your books. These are the levers the score uses.

Cash

Whether the bank balance matches the story the profit and loss is telling.

Books

Reconciled, current, and safe to decide from — or a cleanup waiting to happen.

Margin

Revenue can look healthy while pricing, labor, or mix quietly erodes what you keep.

Tax

Estimates tied to this year, so April is a plan instead of a notice.

Controls

Who can move money, and whether that still works if you step away for a month.

Close

How soon after month-end a profit and loss is trustworthy enough to act on.

How it works

The pulse, then the full check

1

Take the pulse

Six questions, on this page. You get a score and the lever that is weakest.

2

Read the score

The pulse is yours to keep. It does not look at your books.

3

Go deeper

The Financial Fitness Check is $997. You talk with Kim, she learns about your business, and you finish on Zoom with findings and a 90-day action plan.

Who it’s for

Owners who are busy, not careless

  • Profit looks fine, but cash still feels tight
  • Books are “mostly caught up,” and decisions wait on them
  • Tax estimates are a guess, or last year was a surprise
  • You want a partner, not another software login

Financial Fitness Check

Kim learns about your business.

  1. 1 · A call with Kim

    You talk through the business. That is where she starts.

  2. 2 · She learns about it

    Through that call, a questionnaire, and a review of the books.

  3. 3 · Findings on Zoom

    A 60- or 90-minute call on what she found, and a 90-day action plan.

$997. The pulse can ride along with the request.

Request the Fitness Check

Take the pulse first if you want the score in the note. $997 starts with a call so Kim can learn about your business, and ends on a 60- or 90-minute Zoom with a 90-day action plan.

This emails a request for the $997 Financial Fitness Check to [email protected]. This is not tax advice, and it is not ongoing accounting, tax, or CFO services. It is not an engagement until you and Kim agree.