Financial Clarity Assessment

A real diagnostic. A real advisory conversation. A clear next step.

A focused review of your books, an advisory conversation with a senior member of our team, and a strategic analysis tailored to your specific situation — so you have a clear view of your financial reality before you commit to an engagement.

Book a Discovery Call
Financial Clarity Assessment — sample structured deliverable

$500, credited toward your engagement.

The Assessment is a flat $500. If you continue with EO, the $500 is credited toward your engagement. If you don’t, the diagnostic and tailored analysis are yours to keep.

The Assessment is how most engagements with EO start. We confirm whether it’s the right next step for your situation on the Discovery Call.

What you get

A diagnostic of your books and an advisory conversation.

  • A focused review of your books — looking for what’s working, what isn’t, and what affects the decisions in front of you
  • A written diagnostic report you can keep, whether or not you continue with us
  • A one-hour advisory delivery call with a senior member of our team
  • A strategic analysis tailored to your situation—either a high-level business-value indicator or a hidden-cash analysis, depending on the questions in front of you
  • A written recommendation with the right service, scope, and fixed fee for what comes next

The business-value indicator included in the Financial Clarity Assessment is a preliminary, screening-level analysis prepared from the financial information available to us using third-party technology and commonly used valuation methodologies. It is intended to support an initial conversation about value and financial readiness. It is not the same as EO’s separately scoped Business Value Planning Consultation, which includes a more focused review of assumptions and value drivers. Neither service is a certified appraisal or formal opinion of value, and neither is intended for tax reporting, litigation, divorce, estate or gift purposes, lending requirements, or transaction reliance.

How it works
STEP 01

Discovery Call

A free conversation about your business, your team, and what you’re trying to accomplish. If the Assessment is the right next step, we’ll confirm that together on the call.

STEP 02

Assessment

We review your books, produce the written diagnostic, and prepare the tailored analysis. Most Assessments are complete within seven to ten business days of access being granted.

STEP 03

Advisory delivery call

One hour with a senior member of our team. Not a presentation — a real conversation about what we found, what it means for your business, and the right next step.

What happens after

Most Assessments lead to one of these outcomes.

Ongoing engagement

Your books are in good shape. We confirm the right monthly tier — Fundamental, Strategic, or Transformative — and the fixed fee.

Foundation project first

Your books need cleanup or restructuring before ongoing work begins. We scope a Foundation project with a fixed fee and timeline.

A scoped engagement with us

Sometimes the right next step isn’t ongoing accounting and advisory — it’s a focused advisory project, a tax engagement, an exit-planning service, or a standalone Fractional Controller or Fractional CFO engagement. We scope and deliver these directly.

Or no engagement, with a written roadmap

Sometimes the right answer is that you aren’t ready for ongoing work, that another firm is a better fit, or that a referral makes more sense. In every case, you leave with a written diagnostic and a clear view of what your business needs next.

What happens before service begins

Ongoing Monthly Accounting & Advisory engagements include a two-to-four-week onboarding period between engagement signing and the first official service month. During onboarding, we connect systems, collect documentation, configure reporting, introduce the engagement team, and prepare the close process.

Foundation and Advisory Projects do not have a separate monthly-service onboarding period. The setup and information-gathering required for those engagements are included in the project scope. Tax and Exit Planning engagements follow the start-up process described in their individual engagement agreements.

For ongoing Monthly Accounting & Advisory engagements, the $500 Assessment credit is applied to the onboarding fee. For Foundation and Advisory Projects, it is applied to the project invoice.

Ready to start?

Start with a free Discovery Call. If the Financial Clarity Assessment is the right next step, we’ll confirm that on the call.

Book a Discovery Call