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Financial Diagnostic Pro — CAD $475

A senior review of your books and operations. You receive an executive score from 0 to 100 across seven dimensions and a prioritized action list, 5 business days after we receive your complete information.

What you get

  • Executive score from 0 to 100
  • Seven dimensions: Cash flow, Profitability, Financial visibility, AI and automation readiness, Operational efficiency, Scalability, Strategic readiness
  • Comparison with a published industry reference when one exists for your industry
  • Prioritized action list
  • A senior review of every report before it is sent

What we need from you

The intake form and your accounting information (connection to QuickBooks Online or Xero, or our Excel template).

How it works

  1. 1. Pay securely online.

  2. 2. Complete the intake form and share your numbers.

  3. 3. Receive your report in 5 business days.