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Financial Systems & Profit Audit

A focused review that shows what’s working in your financial setup, what’s unclear or leaking profit, and what to adjust so your business runs cleaner, stronger, and more sustainably.

Office Workspace Analysis

If your finances feel confusing, reactive, or harder than they should be, this review gives you a clear, straightforward look at what’s actually happening with your money.

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I walk through your financial setup, pricing, spending patterns, cash flow, and internal systems. You’ll get a simple action plan with the highest impact fixes so you can clean things up, protect profit, and make more confident decisions going forward.

“Beware of little expenses. A small leak will sink a great ship.”
Benjamin Franklin

What It Is
A practical, strategy focused review of your financial systems and profit structure. We evaluate how money moves through your business, how clearly your pricing and expenses are set up, and where profit is getting lost or muddled. You’ll receive a written breakdown of what’s working, what’s unclear, and what to adjust so your finances actually support stable, sustainable growth.

What You’ll Receive

  • Comprehensive financial and systems review

  • Written audit report outlining strengths, gaps, and risk areas

  • Priority Action Plan with your highest-impact corrections

  • Forty-five-minute review call to walk through findings

  • Clear recommendations to improve stability, profitability, and efficiency

What We Review

  • Your current financial setup and bookkeeping structure

  • Revenue streams, pricing strength, and true profit margins

  • Cash flow patterns, spending habits, and subscription costs

  • Internal financial systems, including invoicing, approvals, and expense handling

  • Cost leaks, inefficiencies, and areas affecting profitability

  • Capacity for growth from a financial and operational standpoint

Why It Matters

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  • Reveals hidden profit leaks

  • Shows where money is being lost or misallocated

  • Clarifies whether your systems can support the growth you want

  • Gives you a grounded, numbers-supported action plan

  • Strengthens your foundation before scaling or hiring

Ideal For

  • Owners who make money but don’t see it consistently

  • Businesses preparing to grow, hire, or expand

  • Anyone who wants a clear, professional review of how their business manages money

  • Entrepreneurs who need structure, stability, and better financial alignment

Financial Systems & Profit Audit
Price: $650
Includes a full review of your financial setup, a written report, identified profit leaks, prioritized action steps, and a review call.

What Happens Next

Once you complete the review, you’ll know exactly where your finances are unclear or leaking profit and which changes will make the biggest difference. Whether you focus on tightening pricing, cleaning up expenses, or strengthening cash flow, you’ll move forward with a clear plan instead of guessing.

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