Business Financial Clarity Review
A focused review for owner-led businesses that want a clearer understanding of their current reporting, cash-flow visibility, financial processes, and most important improvement priorities.
- Initial discovery questionnaire
- 45-minute discovery meeting
- Review of selected existing financial reports
- High-level reporting and cash-flow assessment
- Identification of up to three priority gaps
- 45-minute findings meeting
- One-page findings and action summary
- Bookkeeping or transaction processing
- Account reconciliations or historical cleanup
- Tax review or tax advice
- Dashboard or software development
- Forecasting models or financial projections
- Detailed accounting-file analysis
- Implementation or execution work
Items in the "not included" list can typically be addressed through a follow-on Defined Finance Project or Ongoing Finance Advisory engagement.
A Straightforward Three-Step Process
Complete the discovery questionnaire
You receive a short questionnaire covering your business, current financial tools, the reports you use today, and the priorities you want to address. Completing it before the first meeting makes the discovery session more focused.
Discovery meeting (45 minutes)
A focused conversation to review the questionnaire responses, look at selected financial reports you share, and understand the financial situation in more detail.
Findings meeting and written summary (45 minutes)
AMG Global presents a one-page summary identifying your most important reporting and cash-flow gaps and a set of prioritized next steps. You leave with a clear picture of where to focus.
The Financial Clarity Review is complete in itself. If the findings point to specific gaps you want to address, AMG Global can scope a Defined Finance Project or Ongoing Finance Advisory engagement to implement them. There is no obligation to continue.
The Business Financial Clarity Review is priced at CAD $495 (one-time). This price applies to a single-entity, straightforward business engagement. Engagements involving multiple entities, unusually complex financial structures, or significant pre-work may require a custom quote.