Financial Checkup

Financial Fitness
Are you “Fiscally Fit”?

For as little as a few hundred dollars, I can get you started.

Just like our bodies need a fitness regimen, so do our businesses. Are your financial tasks getting done in a timely fashion — or at all? It doesn’t hurt to make sure.

  • Are you confident that you have all your “financial ducks” in a row?
  • Do you know what you should be looking for to ensure your financial success?
  • Are you confused about how to set up your financial systems and processes?

Together, we will identify your areas of risk; you’ll come to understand your financial identity; and we will come up with a handful of ways to make improvements. Let me help you “talk through your issues.” This is a great way to get started and see where your financial process and systems are now – and how to improve, or shore them up for the future.

After your own Financial Checkup, you will:

  • Have confidence nothing is falling through the cracks
  • Get personalized tips and tricks to streamline your financial processes
  • Find out what you might be missing
  • Learn how to save time and focus on the things that make you money

GrowthCast’s 10-Point Assessment of your financial statements, processes and controls will result in your own personalized set of action items for improvement.

“You took some rather intimidating issues and suggested very digestible ways to approach them and gave me a checklist to help me keep things on track.  I look forward to working with you more in the future as my business grows. “

Contact us here or call 203- 441-5834 to get started.