Financial Diagnostic
Before You Can Fix It,
You Need to Know What's Broken.
The DIG is a one-time financial diagnostic. We get into your books, your software, and your numbers — find the gaps, the leaks, and the blind spots — and give you a written report with a clear action plan.
The Reality
You Can't Fix What
You Can't See.
Most business owners we talk to have a gut feeling something's off — but they don't know exactly what. They're busy running jobs, managing crews, and chasing invoices. Nobody's had time to actually sit down and look at the numbers.
The DIG is designed for that moment. Before you hire a bookkeeper, before you bring on a fractional CFO, before you make any big financial decisions — you need a clear picture of where you actually stand.
Your books are behind and nobody's caught up on reconciling
You don't know your real job margins — just revenue
Your software isn't connected to your accounting
You're not sure if you're paying too much in taxes
You have no idea what your cash flow looks like 90 days out
You've never had a real financial review done
The Process
Discover. Investigate. Guide.
Three phases. One flat fee. A clear picture of your financial situation and exactly what to do about it.
We Find Out What You Actually Have
We dig into your books, your software, your processes, and your financials. We're not looking for what's pretty — we're looking for what's real. What data do you have? What's missing? What's being tracked wrong?
What This Covers
- Review of your current books and accounting setup
- Assessment of software stack (QuickBooks, Buildertrend, Adaptive, JobTread, etc.)
- Cash flow and revenue pattern analysis
- Payroll and expense structure review
- Identification of missing financial infrastructure
We Identify What's Costing You
Most business owners don't know what they don't know. We look for the gaps, the leaks, and the blind spots — the things that are quietly killing your margins or leaving you exposed. No sugarcoating.
What This Covers
- Job costing accuracy and margin analysis
- Tax exposure and compliance gaps
- Cash flow timing issues and risk areas
- Bookkeeping errors and reconciliation problems
- Software integration failures and data gaps
We Tell You Exactly What to Do Next
You get a written report with a clear, prioritized action plan. No vague recommendations — specific steps, in order, with context on why each one matters. You can take this report and run with it yourself, or hire us to execute it.
What This Covers
- Written findings report with priority ranking
- Specific recommendations for each issue found
- Software and system setup roadmap
- Clear next steps whether you hire us or not
- 30-minute debrief call to walk through the report
What You Receive
The Report.
At the end of The DIG, you get a written report — not a slide deck, not a vague summary. A real document that tells you what we found, what it means, and exactly what to do about it.
We also schedule a 30-minute debrief call to walk through the report together, answer your questions, and make sure you understand every recommendation before we hand it off.
Written Findings Report
Delivered within 5–7 business days + 30-min debrief call
Your Report Includes
Executive Summary
The top 3–5 things we found that are costing you money or creating risk
Books & Accounting Review
Current state of your financials, accuracy issues, and reconciliation gaps
Software & Systems Assessment
What's connected, what's not, and what's being tracked incorrectly
Cash Flow & Margin Analysis
Where your money is going and where the leaks are
Tax & Compliance Flags
Any areas of exposure or missed opportunities we identified
Priority Action Plan
Specific next steps, ranked by impact — whether you hire us or not
Is This Right for You?
The DIG Is Built for Owners Who...
You don't need to be in crisis to benefit from The DIG. You just need to be serious about knowing where you stand.
You're doing $500K–$5M in revenue
You've grown past the point where winging it works, but you don't have a financial team in place yet.
You don't know your real numbers
You look at your bank account to gauge how you're doing. Your P&L doesn't match what you feel like you're making.
You're too busy to figure it out yourself
You know something's off but you don't have time to dig through your own books. That's exactly what we do.
You want to know before you commit
You're not ready to hire a fractional CFO or sign up for monthly services. You want to see what you're dealing with first.
One-Time Project
The DIG
Financial diagnostic + written report + debrief call
$1,000
Flat fee · Paid upfront
No contracts. No monthly commitment. Just answers.
Questions
Common Questions About The DIG
What do I get at the end of The DIG?
A written report that covers what we found, what it means for your business, and a prioritized list of what to fix — plus a 30-minute call to walk through it together.
Do I have to hire Blackline after The DIG?
No. The report is yours. You can take it to any accountant, CFO, or bookkeeper — or handle it yourself. We'll tell you what needs to be done regardless of who does it.
What if I want Blackline to fix what you find?
We'll give you a clear proposal for ongoing services based on exactly what we found. The $1,000 DIG fee is credited toward your first month if you move forward with us.
How long does The DIG take?
Typically 5–7 business days from when we receive access to your books and software. We'll schedule the debrief call once the report is complete.
What do you need from me to get started?
Read-only access to your accounting software (QuickBooks, etc.), your project management or job costing tool if you have one, and a 20-minute kickoff call to understand your business.
Is $1,000 a flat fee?
Yes. $1,000 flat, paid upfront. No hourly billing, no scope creep, no surprises. That's the price regardless of what we find.