Financial & Operational
Diagnostic
An independent, structured review of your accounting, finance, and operations with cleanup and a clear roadmap forward. Not hourly consulting. A contained diagnostic and improvement sprint.
$2,500
Fixed fee. No hourly billing.
2 to 4 weeks
Three structured touchpoints.
Reach out to [email protected] to get started.
Intelligence meets execution.
Most platforms stop at software. We go further, combining AI-powered accounting with real, hands-on financial and operational expertise to give you clarity you can act on.
Not ongoing advisory
A contained engagement with a clear start, defined deliverables, and a concrete end date.
Not a bookkeeping service
We diagnose, clean up, and build a roadmap so your team or firm can execute with confidence going forward.
QBO-native expertise
Built around QuickBooks Online. We understand the platform deeply and know where things break down at scale.
Three structured touchpoints
Every engagement follows the same proven structure so you know exactly what to expect.
Kickoff & Discovery
- Understand your business model and revenue structure
- Review current accounting setup in QBO
- Identify pain points and visibility gaps
- Map team structure and financial workflows
- Align on goals and priorities for the engagement
Midpoint Check-In
- Share early findings and initial observations
- Clarify open data questions
- Identify structural issues requiring attention
- Discuss any immediate fixes already in progress
- Align on priority areas for the final phase
Final Wrap-Up & Roadmap
- Full findings presentation
- Summary of cleanup completed during engagement
- Identified risks and inefficiencies
- Process improvement recommendations
- Financial visibility enhancements
- AI and Ocontra optimization suggestions
- Go-forward accounting & operations roadmap
What you receive
Fixed deliverables, clearly defined. No ambiguity about what you're paying for.
QBO Structural Review
Chart of accounts, mappings, and classifications evaluated for accuracy and scalability.
Revenue & Expense Flow Analysis
How money moves through your books, identifying gaps, miscodings, and structural weaknesses.
Balance Sheet Integrity Scan
Verify that your balance sheet tells an accurate story and surface anything that doesn’t reconcile.
Reconciliation & Close Review
Assess your current close process and reconciliation cadence for reliability and speed.
Financial Ops Workflow Mapping
Document how financial operations actually run. Who does what, when, and where things break down.
Redundancy & Efficiency Audit
Identify duplicated effort, unnecessary tools, and process bottlenecks slowing your team down.
Staffing & Resource Assessment
Flag misalignment between your team structure and the work that needs to get done.
Immediate Tactical Fixes
Where appropriate, corrections are made during the engagement, not just documented for later.
Executive Summary Report
A written report covering findings, risks, completed fixes, and prioritized recommendations.
90-Day Improvement Roadmap
A clear, actionable plan for the next quarter covering process, people, and platform improvements.
Who this is for
Businesses outgrowing their accounting setup
Your QBO instance was set up years ago and hasn't kept pace with how the business actually operates today.
Founders who need financial clarity, fast
You know something is off but don't have time to untangle it yourself. You need an expert to come in, diagnose, and fix.
Teams preparing for a transition
Switching accountants, onboarding a new CFO, or preparing for fundraising. A clean baseline makes everything easier.
Ocontra customers who want to go deeper
Already using the platform and want to make sure your underlying data and processes are solid before scaling further.
Ready to get clarity?
Engagements are founder-led and limited in availability. Reach out to discuss whether a diagnostic is the right fit.
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