— FOR BUSINESS OWNERS TIRED OF GUESSING
Know exactly where
your business stands
financially for $149.
A licensed CPA and Enrolled Agent review your cash flow, expenses, and financial position, then hand you a clear, written plan.
Comprehensive review across your full financial picture
Clear next steps ranked by priority not just a diagnosis
Reviewed by a licensed CPA & Enrolled Agent · No obligation to continue
— BEFORE WE START
Sound familiar?
You check your bank balance to know if business is good not your actual numbers
Tax season always feels like a surprise, even though it happens every year
You're not sure if you're overpaying in taxes, but don't know what to ask
Your bookkeeping is "mostly" up to date, which means it isn't
That's exactly what this assessment is built to fix.
— ASSESSMENT HIGHLIGHTS
Three ways this pays for itself
Restores Financial Clarity
We review your key numbers to pinpoint improvements, strengthen cash flow, and give you clear next steps.
Enhances Profitability
We spot cost-saving opportunities and revenue improvements you can act on immediately.
Strengthens Strategy
Replace guesswork with a clear plan for smarter budgeting and long-term stability.
— WHAT WE ACTUALLY LOOK AT
Five areas, fully reviewed
Every $149 assessment covers all five, no upsells to "unlock" the rest.
Financial Performance
Profitability, margins, and how your revenue trends compare to businesses like yours.
Financial Position
What your balance sheet is really telling you, and whether working capital covers the next 6–12 months.
Cash Flow
Where cash is getting stuck, delayed, or lost before it reaches you.
Compliance Status
Whether you're current on filings and obligations, so nothing quietly builds into a penalty.
Financial Infrastructure
Whether your bookkeeping system and processes can actually be trusted to make decisions from.
— HOW IT WORKS
Simple, fast, no commitment
01
Book Your Assessment
Pay $149 and share basic access to your financials. We send an exact checklist so there's no guessing.
02
We Review Everything
A licensed CPA/EA on our team reviews your full financial picture across all five areas.
03
Get Your Report + Call
Receive a written report with prioritized findings, plus a walkthrough call with your CPA/EA.
There's no obligation to continue working with us afterward.
— WHO'S REVIEWING YOUR NUMBERS
Reviewed by people actually licensed to do this
CPA
Daniel S.
Certified Public Accountant
Lauren has always been available to me for questions and tax advice. Very knowledgeable and easy to work with. Sometimes you don't know the tax savings are there, best to ask and work with Lauren to help guide your needs and plan things out. You earned your money and best to have Lauren help you keep it.
EA
Alan C.
Enrolled Agent
I have been working with Lauren Rosson for a few years now. She is very professional and understands the needs of her clients. She is always very pleasant and easy to interact with and she is very easy to understand and dealing with her is amazing. I would recommend her to my friends and family, you can't ask for a better CPA.
No contracts. No pressure.
There's no obligation to continue working with us after your assessment.
You keep the report either way.
— OUR HAPPY CUSTOMERS
What business owners are saying
Your live site already shows real 5-star reviews (Beth C., Marci, Kimberly) — pull those exact quotes in below rather than using placeholders.
PLACEHOLDER
★★★★★
[Real client quote — e.g. Beth C.'s review from your live site]
PLACEHOLDER
★★★★★
[Real client quote — e.g. Marci's review from your live site]
PLACEHOLDER
★★★★★
[Real client quote — e.g. Kimberly's review from your live site]
— THE OFFER
See your financial health clearly.
Your $149 Business Financial Health Assessment gives you a comprehensive, professional review of your business's financial standing cash flow, expenses, and growth opportunities included. You'll walk away with tailored recommendations and a clear set of next steps, not just a diagnosis.
- QUESTIONS
Frequently asked questions
Revenue is coming in.
But are you profitable?
Your numbers are telling you more than you realize.
What is the Business Financial Health Assessment?
A focused review of your key financials to identify what's working, what's risky, and where you can improve cash flow and profitability. You'll get clear findings, priorities, and next steps - without a long-term commitment.
What's included for $149?
A full review of your financial performance, position, and cash flow, plus a written report ranking findings by priority and a walkthrough call with your assigned CPA/EA.
How long does the assessment take?
Five business days from when we receive your financial information.
What do I need to provide before we start?
We'll send an exact checklist once you book - typically your most recent financial statements, prior year tax return, and read-only access to your bookkeeping software.
Is this suitable for any business size or industry?
Yes - the assessment applies to any small or mid-sized business. If your situation needs more specialized review, we'll tell you upfront on the walkthrough call.
What happens after - am I required to sign up for ongoing services?
No. You keep the report either way, with no obligation to continue.
Stop guessing about where your business actually stands.
For less than the cost of one client dinner, get a professional's eyes on your full financial picture.
No contract. No pressure. Just a clear picture of your numbers.
TRUSTED CPA FIRM
CONTACT US
191 W Wilbur Rd
Suite 103
Thousand Oaks, CA 91360
805-379-4869
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