Forensic Diagnostic Review

Diagnostic Deep-Dive

Tier 1: The Foundation Diagnostic

Best for: Solopreneurs or Micro-businesses (0–2 employees).

  • Focus: Clean up of 1–2 bank/credit card accounts and basic categorization.

  • Deliverable: A "Foundation Roadmap" identifying simple sync errors and tax-readiness gaps.

  • Price: $175 (100% Credited toward your first Monthly Commitment)

  • Transition to: The Essential Balance Monthly Tier.

Tier 2: The Growth Diagnostic

Best for: Established small businesses (3–15 employees) with payroll.

  • Focus: Full forensic review of payroll integration, accounts payable/receivable, and up to 4 sub-accounts.

  • Deliverable: A "Strategic Growth Roadmap" identifying cash-flow leaks and 3-2-1 security vulnerabilities.

  • Price: $250 (100% Credited toward your first Monthly Commitment)

  • Transition to: The Strategic Insight Monthly Tier.

Tier 3: The Enterprise Diagnostic

Best for: Scaling firms (up to 500 employees) or businesses with heavy forensic backlogs.

  • Focus: Deep-dive into complex multi-entity structures, historical reconstruction of 12+ months, and department-level tracking.

  • Deliverable: A "Comprehensive Asset Roadmap" including a full forensic risk assessment and a multi-phase reconstruction plan.

  • Price: $750+ (Custom Quote) (100% Credited toward your first Monthly Commitment)

  • Transition to: The Comprehensive Oversight Monthly Tier.

Get My Forensic Diagnostic

Forensic Diagnostic Review

How It Works: The Accurate Balance Path

1. The Digital Discovery

Once you select your Diagnostic Tier, you’ll receive an invitation to your Secure Financial Vault. Simply drop your initial inputs (bank statements, EIN, etc.) into the folder. No onboarding calls required—we take it from here.

Get My Forensic Diagnostic

3. The Virtual Reveal

Instead of a scheduled meeting, you’ll receive a Personalized Video Briefing (Loom) and your Strategic Roadmap. You can watch the results and review your custom reconstruction plan whenever and wherever it fits your schedule.

2. The Forensic Deep-Dive

Over the next 5 business days, I perform a forensic audit of your financial infrastructure. I identify sync errors, categorization gaps, and security vulnerabilities that could be clouding your vision or risking your "Audit-Ready" status.

4. Asynchronous Partnership

Once the roadmap is approved, we transition into your Monthly Strategic Tier. We manage the complex data in the background, providing you with monthly video insights and a bulletproof foundation so you can focus 100% on scaling your business.