$997 · Business owners

Financial Fitness Check

Kim learns about your business. You leave with findings and a 90-day action plan.

Not an engagement until you and Kim agree.

How it works

Kim learns about your business. Then you get a plan.

1

A call with Kim

You talk through the business. That is where she starts — not a software tour.

2

She learns about it

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

3

Findings on Zoom

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

What’s included

A plan for the next 90 days

  • A real conversation about how the business runs
  • Kim learns about your business before she recommends anything
  • Findings discussed live, in plain language
  • A 90-day action plan you can actually use

Request

Tell Kim you want the check.

The request goes to [email protected]. She follows up to schedule the call. Nothing is charged on this page.

Request the Fitness Check

$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.