Financial Health Diagnostic — $497

Paid Assessment · $497

Financial Health Diagnostic

A structured scan of your finance function — books, cash, profitability, revenue quality, working capital, planning, reporting and controls — scored across 8 domains and 40 checkpoints, delivered as a written report with a 90-day roadmap and a 60-minute call to walk through it.

One-time purchase
$497

Book the Diagnostic →

Secure checkout by Stripe. Instant access after payment. See our refund policy.

You know something’s off. You don’t know what to fix first.

Cash is tighter than profit says it should be. The close drags. Prices were set years ago. The accountant sends a year-end pack that arrives too late to act on. Each of these has a fix — but fixing them in the wrong order wastes months. The diagnostic scores where you actually are, separates what you believe from what the documents show, and sequences the roadmap so each step makes the next one possible.

What’s inside

  • Intake workbook — company profile, 40-statement self-assessment (scored 0–4), 12-line financial snapshot with auto-calculated ratios, document checklist
  • Document review — your P&L, balance sheet, aged listings, reconciliations and reports reviewed against your self-assessment; scores adjusted to what the evidence supports
  • Scored Financial Health Report (PDF) — overall score and band (Critical / Fragile / Stable / Strong), eight domain scores, financial snapshot with commentary, findings per domain, three priority risks
  • 90-day roadmap — sequenced actions in three 30-day blocks with owner, effort and expected effect
  • 60-minute roadmap call — scorecard walk-through, priority risks, roadmap agreement, and your 6–12 month decision in light of the findings
  • Re-scoring — the intake workbook is yours; re-score at day 90 and compare

How it works

1. Purchase
Your confirmation includes the intake workbook download link.
2. Intake
About 45 minutes to complete tabs 1–4, plus exporting the listed reports from your accounting system.
3. Review
Reply to your receipt with the workbook and documents. The report is delivered within 5 business days of receipt.
4. Roadmap call
Scheduled with the report delivery. 60 minutes. You leave with a roadmap you own.

Who it’s for

  • Owner-led service businesses that have outgrown “the bookkeeper handles it” but aren’t ready for a full-time finance hire
  • Owners facing a decision — hire, price change, expansion, financing, sale — who want the numbers to be trustworthy first
  • Businesses considering fractional CFO support and wanting a scored baseline before committing

Questions

What do I need to provide?
The completed workbook plus standard exports: monthly P&L, balance sheet, aged receivables and payables, bank reconciliation report, chart of accounts, and any budget or forecast you have. The checklist tab lists everything.
What if my books are a mess?
Then the diagnostic is doing its job — the report will say so specifically, and the first 30 days of the roadmap will be about getting to numbers you can trust.
Is this accounting or tax advice?
No. It is a management assessment of how your finance function runs. We’ll point out where you need your accountant involved.
What does the report look like?
See the report template (PDF) — every section, before it’s filled in with your numbers.
One-time purchase
$497

Book the Diagnostic →

Secure checkout by Stripe. Instant access after payment. See our refund policy.

Not ready for the full diagnostic? Start free with the CFO Readiness Scorecard or the Owner’s KPI Dashboard.

Towerflow CFO deliverables are general financial-management education and templates, not accounting, tax or legal advice. Work with a qualified accountant for your specific situation.

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