Free Financial Health Check
Not sure where to start? A free financial health check and accounting assessment is a good first step. We’ll look at:
- Completeness and correctness of your books
- Accounting procedures/practices
- Systems and workflows
- FP&A and investor readiness
How it works
We don’t shoot from the hip, we find out what’s really going on. You could have a clear action plan within days.
- We interview you and optionally key team members
- You give us access to your Quickbooks / Xero or other accounting file
- You give us recent bank statements, year end filings and relevant internal reports
- We find issues and opportunities
- We provide a summary of our findings and recommendations
- We collaborate on a plan to get you where you need to be.
Get valuable free advice from finance professionals
Get critical insights into your financial planning complete with analysis recommendations
Learn easy and efficient software integrations, apps and automation opportunities
Get insights into your accounting practices, books quality and overall completeness
Get Started with a Free Consultation.
The first step is a friendly conversation about your business
“Let’s chat. I’ve helped hundreds of business owners work out their next steps.”
– Mary A.
Entreflow Solutions Consultant, Growth Expert
Phone: (604)814-7089