Financial Assessment
Understand the financial operation before deciding what to fix
A structured review helps business owners separate symptoms from root causes and establish practical priorities for reporting, close discipline, cash visibility, controls, processes, and systems.
Step one
Complimentary Discovery Call
The first conversation is designed to understand your business, accounting environment, current concerns, timing, and desired outcomes. It is not a technical audit or a substitute for a deeper document review.
Your Business
Growth stage, locations, entities, industry, team structure, systems, and recent changes.
Your Challenges
Close delays, unreliable reports, cash questions, turnover, ERP needs, audits, financing, or process gaps.
Your Next Step
Determine whether the need is clear enough to scope directly or requires a paid Financial Assessment.
Step two
Paid Financial Assessment
When the environment is complex or the root cause is unclear, Aurum performs a focused review of agreed-upon information and processes. The scope is established before work begins.
01
Define Scope
Agree on priorities, entities, periods, systems, documents, participants, and expected output.
02
Review
Examine selected reports, schedules, workflows, reconciliations, and system practices.
03
Discuss
Validate observations with management and the accounting team and clarify constraints.
04
Recommend
Organize findings into sequenced priorities, owners, and practical next steps.
The assessment is a consulting engagement, not an audit, review, compilation, tax service, or attestation engagement. Its depth and deliverables depend on the agreed scope and information made available.
Step three
Roadmap & Recommendations
The goal is a decision-ready view of what matters most—not a generic list of accounting best practices.
Findings
What we observed
A concise summary of agreed areas reviewed, notable process conditions, information gaps, and financial-operation risks.
Priorities
What should happen first
Recommendations organized by urgency, impact, dependency, and the effort reasonably required to address them.
Path Forward
How the work may be executed
Suggested ownership, cadence, milestones, and whether internal resources, Aurum support, or specialized third parties are appropriate.
