Request a diagnostic
Describe the decision you are weighing. You commit to nothing until you accept a written quote.
Your request
The form asks what decision or constraint is prompting this now. A few plain sentences are enough. It helps to mention:
- The decision you are weighing, such as hiring a controller, changing who owns reporting or approvals, or changing systems
- What is prompting it, such as a monthly report that arrives late or is not trusted, or approvals that wait on one person
- Who owns reporting today: you, a bookkeeper, an outside accountant, or someone else
You do not need to send documents with your request. We ask for the information needed after you accept the quote.
The text-message consent box at the end of the form is optional. You can send your request without checking it.
What happens next
- We review your request.
- You receive a written quote and engagement terms.
- Work starts only after your written acceptance.
- You receive a request for the information needed.
- Findings are delivered in writing, on the timeline set in your quote.
- If it helps, we walk through the findings with you and your team.
A call happens only when it is needed to confirm scope. If the diagnostic is not the right fit, we will tell you directly.