Your Business Is Making Money. But Do You Know Where It's Actually Going?

Finally Know What Your Numbers Are Actually Telling You

The 72-Hour Financial Diagnostic for Business Owners Who Are Done Guessing About Their Money

If your business is generating revenue but you aren't completely confident in your books, cash flow, profitability, or financial reports, you may have a visibility problem.

And the longer you make business decisions without reliable financial information, the more expensive that uncertainty can become.

The good news? You don't have to guess.

You’re Running the Business. But Can You Answer These?

  • Do you know what your business actually made through the most recent month?

  • Does your P&L accurately reflect what's happening in the business?

  • Does the money in your bank account match what your financial reports say?

  • Do you know where your cash is going?

  • Are there expenses being misclassified or accounts that haven't been properly reconciled?

  • Do you know which areas of the business are actually producing profit?

  • Are your books current enough to support your next major business decision?

  • If your accountant asked for your financials today, would you feel confident handing them over?

If some of those questions made you pause, your problem may not be that your business isn't making money.

You may simply not have reliable visibility into what's happening with it.

And that's a problem we can identify.

Case Study: Real Work. Real Financial Clarity.

Diagnostic Review → Cleanup → Ongoing Bookkeeping

A mid-six-figure business owner came to The Elevating Group because they weren't confident their accounting system accurately reflected the business. They had relied heavily on their previous accountant to handle everything.

We first took the time to understand how the business operated, including its multiple service offerings and financial systems.

Once we reviewed the accounting file, we quickly identified several structural issues:

The chart of accounts was not properly structured for the business or its multiple service offerings.

Cost of goods sold wasn't properly established.

Merchant processing and payroll systems were not properly integrated.

Bank accounts had never been reconciled.

The vehicle fleet and inventory were not properly recognized or tracked.

Business assets were not properly reflected on the Balance Sheet.

We completed the Diagnostic Review, documented the findings and recommendations, and delivered the owner a clear report outlining what needed to be addressed and what should happen next.

The owner continued with cleanup and ongoing bookkeeping.

During the cleanup process, we also uncovered more than $20,000 in potential tax deductions that had not previously been identified. We referred the owner to a new CPA to gather the appropriate documentation and address the tax implications.

We also identified unnecessary technology costs and recommended a business structure change based on how the owner was operating and compensating themselves.

The Diagnostic didn't just identify bookkeeping problems. It gave the owner a clear picture of what was wrong, why it mattered, and what needed to happen next

What You Get in the 72-Hour Financial Diagnostic

Accounting File & Settings Review - Review of accounting setup, company settings, accounting method, and overall file structure.

Chart of Accounts Review - Identification of accounts that are missing, misclassified, redundant, or not aligned with how the business operates.

Profit & Loss & Balance Sheet Review- Review of assets, liabilities, income, expense activity to identify categorization issues, unusual balances, and reporting concerns.

Connected Systems Review- Review of how applicable systems such as merchant processors, payroll, e-commerce, POS, or other financial platforms are flowing into the accounting file.

Reconciliation status: does QBO match the bank? - Review of reconciliation history to identify unreconciled accounts, reconciliation gaps, and potential cleanup requirements.

Written Diagnostic Report- A documented summary of findings, impact, estimated scope, recommendations, and the appropriate next step.

Investment: $500 Written findings report delivered within 3 business days. Diagnostic fee credited in full toward any cleanup or restructure engagement.

Not ready yet? Grab the 3 Steps before you hire a bookkeeper guide first →

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