The Financial Diagnostic
We check your books against your bank statements and your tax return, then hand you a plain-English report on what's working, what isn't, and how to fix it.
One business, one flat fee.
About two weeks, start to finish.
The report is yours either way.
Want a working session or a 13-week cash forecast added? We'll show you those options on your proposal.
$500
Questions? Call us at (229) 585-4726.
What’s inside your report
1. Six ratings at a glance
Every area gets one of four ratings, so you see where you stand in seconds.
2. A straight answer
Whether you can trust your numbers, in plain English.
3. A fix-it plan
What's off, why it matters, how to fix it, and who should do it.
4. Next steps
What to do right away, in the next 90 days, and ongoing.
Illustration of a report. Yours reflects your own books.
Some of the areas we check
We don't guess at pricing. Anything we quote afterward is based on what we find here.
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Are all your accounts and statements accounted for?
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Do 12 months of deposits match what's recorded?
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Is income and spending landing in the right place?
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Are payroll reports and quarterly filings in order?
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What do your numbers say about margins, loans and cash?
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Who can move money, and who checks it?
How quickly do you get your results?
Once you apply and sign your proposal, you'll get a secure link to upload your documents.
Once we have all your documents, that's when the real work begins. Our team performs more than 70 tests and checks to build your report. This process typically takes about a week.
Most clients can expect to have their completed reports within two weeks of starting the process.
What we'll ask for
PDFs, scans, and CSV files are fine. If anything's missing, we'll ask in the first week. Some businesses may require more documentation than others, but the process is always the same.
Most owners pull this together in about a week. Once everything is in, your report is usually ready about a week later, and we’ll set a time to go through it together.
If something doesn’t apply to your business, mark it “Not applicable.” If you’re not sure where to find something, call us at (229) 585-4726.
We’d rather help you find it than have you guess.
Everything you upload stays in your secure portal and is only seen by the Harvest team working on your Diagnostic.
Upload all at once. Or you can add them as you find your documents. Either way, the portal tracks what's in, so you never upload twice.
In the portal, you’ll be able to track your progress.
Uploading is easy! No need to mail or drop anything off in person. Our portal is desktop and mobile compatible.
Common questions
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A consulting engagement. We look at your books against your bank and your tax return and tell you what's working and what needs fixing.
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No. We review the documents you send to perform our diagnostic.
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No. Plenty of owners take the report and fix things themselves.
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That's what this is for. If there's nothing to review, the report tells you the books need to be built from your bank statements and starts there.
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Each business gets its own Diagnostic and its own report. One business's books don't tell you much about another's.
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You're welcome to apply. If you'd rather start smaller, we offer a one-hour strategy session on Zoom for $300.
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Yes. The Diagnostic is done entirely from your documents, so location doesn't matter.