Primary engagement
The Business Clarity Assessment
A structured diagnostic of your financial position, controls, and reporting — ending in a plan you can start the same week.
Who it serves
Helping growing owner-managed businesses gain financial clarity, strengthen controls, and make better business decisions.
Deliverables
- Financial health snapshot across cash, margin, and reporting
- Working capital and cash cycle read
- Job, product, or client-level margin visibility check
- Internal control gap summary
- Close and reporting calendar assessment
- Prioritized executive action plan
1 · Fit conversation
A short call to confirm the assessment will actually help. If it won't, we'll say so.
2 · Information review
We review recent financials, your reporting cadence, and how work is costed and billed.
3 · 90-minute executive review
We walk the findings together — what is working, what is exposed, and the sequence to fix it.
4 · Written action plan
A short executive document with prioritized actions, owners, and a ninety-day checkpoint.
Technology, confidentiality, and your data
Technology may be used to support analysis and improve efficiency. All findings are reviewed by a CPA, and client information is handled under established confidentiality and data-security practices.
Two minutes
Is Sage a fit?
Answer a few questions about your business. Lucinda reviews every response personally.
Step 1 of 3
2 minutesto complete