Get Your Financial Clarity Check
A 45-minute diagnostic that reveals what's working, what's not, and your fastest path to financial confidence
Most business owners are making critical decisions without full financial visibility. You’re working hard, but it’s not always clear whether the numbers are truly telling the story. You may be unsure if your pricing actually covers your costs, which products, services, or clients are driving real profitability, whether your systems can support the growth you’re planning, or if you’re positioned to secure financing when the time comes.
The Clarity Check cuts through the noise. In just 45 minutes, we assess your financial foundation and give you a clear picture of where you stand and what to do next.
What Financial Clarity Looks Like
The Ospino Approach to Financial Clarity
At Ospino Consulting, we help growth-minded businesses build financial clarity that drives stronger decisions, higher profitability, and smarter growth. From bookkeeping and financial operations to advisory and fractional CFO services, our work connects numbers to leadership and strategy.
The Clarity Check is your introduction to that approach. It gives you real insight, real analysis, and real direction in one focused session, so you can see exactly how financial clarity changes the way you run your business.
During Your Clarity Check
- Review of your Profit & Loss and Balance Sheet (provided in advance)
- High-level tax tie-out check to identify reconciliation issues or red flags
- Accounting health signals, including classification and balance sheet indicators that point to messy or unstable books
- Financial health snapshot using benchmarking against industry norms
- Live discussion of what this means for your business and the most logical next step
After Your Clarity Check
- A brief written takeaway summarizing:
- Accounting health
- Financial health, including where you are today vs. where you should be
- Clear next steps:
- What to address first
- What can wait
- What may not matter at all right now
- Clarity on whether you’re ready for advisory support or need foundational work before moving forward
Who This Is For
The Clarity Check is designed for business owners with $1M-$40M in revenue who:
- Are making gut-feel decisions because the numbers don’t feel reliable
- Suspect they’re leaving money on the table but can’t pinpoint where
- Need CFO-level insight without committing to a full engagement
- Want to understand their financial foundation before scaling
What Happens Next
Based on your Clarity Check, there are typically three paths forward:
Path 1: Strategic financial leadership is needed
We’ll discuss which of our service tiers aligns with your goals and complexity.
Path 2: You’re ready to strengthen internal capability
We’ll outline next steps to build structure and confidence internally, including upcoming support options designed for this stage.
Path 3: Cleanup comes first
If your books need stabilization before strategy makes sense, we’ll recommend the right next step, whether that’s with us or another resource.
Investment
$1,500
- Standard Clarity Check fee
- Partner or promotional pricing may be available
Applied Toward Continued Work
If you move forward with a full financial assessment, the Clarity Check fee can be credited toward that engagement.
- Credit valid for 30 days from your Clarity Check
Ready to Get Your Financial Clarity
Schedule your 45-minute Clarity Check using the calendar below. We’ll review your financial foundation, identify gaps, and outline clear next steps — no obligation.
