A Free Accounting Process Diagnostic
for Growing Businesses
Give Your Business a Stronger Financial Engine
Many small businesses are being underserved when it comes to their accounting processes. The PlanGuru Hot Rod Shop helps uncover what’s slowing your business down and provides a clear roadmap for cleaner books, faster closes, and better financial decisions.
Through a focused working session, our team evaluates your accounting process from end to end and delivers practical recommendations for what to fix, what to automate, and how to improve the accuracy and reliability of your financial information.
No obligation. Completely free.
What’s the Catch?
Fair question. Over the years, we’ve become experts at helping clients improve their accounting and financial reporting processes and in many cases, getting the most value from PlanGuru means improving the quality of the information flowing into it first.
We expect only 20-30% of participating companies will ultimately become long-term PlanGuru customers. For the rest, we’re happy to provide the recommendations, point you in the right direction, and move on. No pressure, no chasing, no inbox full of marketing emails.
If we help your business improve its financial operations, that’s a win. If we earn your business down the road, even better. Some businesses will also qualify for our PlanGuru Full Launch service, free for 2 months.
What We Diagnose
Like a performance shop tunes an engine, we help tune your financial operations.
Our team reviews:
- 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 receive a clear, prioritized roadmap showing where improvements can be made and which changes will have the biggest impact.
Why Use the Hot Rod Shop
🔧 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 Stronger Foundation for Growth
Well-designed processes make it easier to scale your business and spend more time focused on 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 understand how to support a business that’s actively improving its reporting, budgeting, and forecasting.
Fractional CFO Partners Welcome
Your prospect needs CFO-level guidance, but their books aren’t ready for it yet. We see this 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 — recommendations on process improvements, software, internal controls, workflow automation, or referrals to trusted bookkeepers and accountants — so your prospect is in a much better position to benefit from your CFO services once the foundation is in place.
We’re not looking to replace the advisor. We’re helping create an environment where you can deliver more value and better results.
Bring More Horsepower to Your Financial Operations
Whether you’re struggling with messy books, slow month-end closes, or processes that no longer fit your growing business, the PlanGuru Hot Rod Shop can help.
We’ll diagnose what’s holding you back and provide a practical roadmap to help your business run smoother, faster, and with greater confidence.
Your tune-up is on us, fill in the form below and let’s get started!