PlanGuru Diagnostic

A Free Accounting Process Diagnostic
for Growing Businesses

Find out what’s slowing down your books and get a clear, prioritized roadmap
to cleaner data, faster closes, and better financial decisions.

No obligation. Completely free.

Your Financial Data Is Only as Good as the Process Behind It

Many small businesses are underserved when it comes to their accounting processes. Inconsistent setup, manual workarounds, and slow month-end closes quietly erode confidence in the numbers you use to run the business.

The PlanGuru Diagnostic is a focused working session where our team evaluates your accounting process end to end, then delivers practical recommendations for what to fix, what to automate, and how to improve the accuracy and reliability of your financial information.

What We Diagnose

We take a hands-on look at the systems and workflows that feed your financial reporting:

  • QuickBooks (or other accounting system) setup and data flow
  • Chart of accounts structure
  • Monthly close workflow and bottlenecks
  • Manual tasks that should be automated
  • Financial statement detail and accuracy

You’ll get a clear, prioritized roadmap showing where improvements can be made and which changes will have the biggest impact.

How the Diagnostic Works

1. Book a Time

Pick a time that works for you. Tell us a little about your business and where things feel stuck.

2. Working Session

Our team reviews your accounting setup, close process, and reporting from end to end.

3. Get Your Roadmap

Receive prioritized recommendations on what to fix, what to automate, and where to start.

Why Run a PlanGuru Diagnostic

One focused session, four lasting benefits for your financial operations.

Start with a Clear Diagnosis

Understand what’s working, what’s not, and where your biggest opportunities for improvement lie.

Improve Efficiency and Accuracy

Reduce manual work, eliminate bottlenecks, and gain confidence in your numbers.

Make Better Decisions

Reliable financial information helps you plan, forecast, and manage your business with greater confidence.

Build a Foundation for Growth

Well-designed processes make it easier to scale and free up time for what matters most.

Connect with Trusted Professionals

Every business is different, and every advisor has a different business model. We work with everyone from full-service accounting firms offering bookkeeping, tax, and fractional CFO services to independent fractional CFOs who prefer to stay focused on strategy.

If your diagnostic uncovers a need for ongoing support, we can introduce you to bookkeepers, accountants, controllers, or fractional CFOs from our network: professionals who know how to support a business that’s actively improving its reporting, budgeting, and forecasting.

Why We Do This for Free

After 25+ years helping businesses plan and forecast, one thing hasn’t changed: a plan is only as good as the data behind it. The diagnostic is how we help fix that foundation, for anyone who needs it.

No Strings Attached

Your roadmap is yours to keep, whether or not you ever use PlanGuru. No pressure, no chasing, no inbox full of marketing emails.

Better Data, Better Planning

Clean books make every budget, forecast, and decision more reliable. When your foundation is solid, everything built on it works better.

A Head Start If You Want It

Some businesses qualify for PlanGuru Full Launch, our hands-on setup service, free for two months.

For Advisors

Fractional CFO Partners Welcome

Your prospect needs CFO-level guidance, but their books aren’t ready for it yet. We see it often: advisors who want to focus on strategic financial leadership, not accounting cleanup, running into clients who need both.

In these cases, we can join a meeting with you and your prospect and run the diagnostic together. Our team handles the detailed process review, including recommendations on process improvements, software, internal controls, workflow automation, or referrals to trusted bookkeepers and accountants, so your prospect is ready to get full value from your CFO services once the foundation is in place.

We’re not here to replace the advisor. We’re helping create an environment where you can deliver more value and better results.

Get a Clear Read on Your Financial Operations

Messy books, slow month-end closes, or processes that no longer fit a growing business? We’ll diagnose what’s holding you back and give you a practical roadmap to run smoother, faster, and with greater confidence.

The diagnostic is on us. Book a time and let’s get started.