Financial Assessment
What's your next move to grow your business?
Sign up for our Financial Assessment
What to Expect
Cracking the code
Once we receive access to your file and payment, we’ll get to work — diving deep into your financial records, analyzing patterns, and crunching the numbers. This behind-the-scenes review lays the foundation for everything that follows, ensuring that when we meet, you’ll be looking at insights grounded in real, accurate data.
Financial assessment
Next, we’ll organize our findings into a Financial Assessment — a clear, strategic overview of your business’s key numbers, trends, and areas for improvement. You’ll gain a new perspective on how your business is truly performing, and where adjustments could drive stronger results.
1:1 Meeting
Finally, I’ll present the Financial Assessment and walk you through exactly what the numbers reveal. You’ll get a professional, outside perspective on the patterns shaping your business — including where you’re strong, where you’re vulnerable, and where smart changes could deliver meaningful growth.
Meet THE Expert
Katie Rhodes
Hi! I’m Katie, Owner of Coal Creek Ledgers. I know what it's like when your business starts feeling like a job and managing your life instead of the other way around, and I'm here to show you a better way!
With over a decade of experience in managing business finances, I help owners like you cut through the noise, get clear on your numbers, and make confident decisions.
I started this firm to help business owners step into their role as strategic leaders—not just operators.
This is about more than financial reports—it’s about gaining the clarity and control you need to lead with vision, build with purpose, and grow without second-guessing every move.
What I Need
Access to Your QuickBooks File
You will need to grant us access to your current Quickbooks Online file by adding us as an Accountant User. If you do not have a QBO file, have no fear. We can still help! Just opt in and reply to our email letting us know.
Make Payment
After you grant us access to your QBO File, you will need to make payment for the assessment. Payment can be made via electronic bank payment (ACH), debit or credit card.
Schedule Your 1:1 Meeting
Once you finish the previous steps, you can schedule your 1:1 meeting to receive and review your report from the financial assessment and discuss next steps.
Do you have a simple way to know what's working in your business, what's not, AND what to do about it?
KNOW exactly where your business stands with our professional Financial Assessment:
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