Momentum Foundations Assessment
A paid bookkeeping assessment to clarify scope, complexity, and the right path forward.
Momentum Foundations Assessment
A paid bookkeeping assessment to clarify scope, complexity, and the right path forward.
When your bookkeeping situation is more complex, or does not clearly fit within a standard program, the Momentum Foundations Assessment allows us to step back, review the full picture, and determine what support will serve you best.
This assessment creates clarity and shared understanding before any cleanup or ongoing work begins.
Why This Assessment Exists
The Momentum Foundations Assessment provides:
- A clear understanding of the current state of your bookkeeping
- An accurate evaluation of what is needed to restore clarity and reliability
- Transparency around scope and pricing before additional work begins
- Confidence that any recommended engagement is well-defined and appropriate
- A chance to experience how we work before committing to a larger project
This is not a sales call. It is a working review of your financial foundation.
What the Momentum Foundations Assessment Includes
Accounting File Review
We complete a detailed review of your bookkeeping file, which may include:
- Evaluating overall setup, structure, and data integrity
- Reviewing opening balances and foundational accounts
- Identifying gaps, inconsistencies, or unresolved issues
- Assessing transaction volume and complexity
- Determining how far behind your bookkeeping may be
- Evaluating whether your current platform supports your business effectively
The purpose is to understand the reality of your books, not to correct them yet.
Findings and Recommendations Summary
You will receive a clear written summary that includes:
- Each issue identified and why it matters
- What work would be required to bring your books up to date and reliable
- Whether your situation fits within Momentum Reset and Rebuild or requires a custom engagement
- Recommendations to simplify or modernize your bookkeeping systems where appropriate
- A clear path forward, including upfront pricing for recommended services
We then meet to walk through the findings together and answer your questions.
Investment
Momentum Foundations Assessment
$500 flat fee
- Full payment is due in advance
- Services are provided remotely
- If you move forward with a recommended custom engagement, the assessment fee will be credited toward that work
This ensures your investment in clarity is honored.
When This Assessment Is Used
The Momentum Foundations Assessment is typically recommended when:
- Bookkeeping is more than 12 months behind
- Prior-year corrections may be required
- Multiple years, entities, or complex activity are involved
- Inventory, payroll, or sales tax add layers of complexity
- The appropriate scope cannot be determined through intake alone
If your business fits within a standard program, we will tell you. This assessment is only used when it is truly needed.
What You Will Leave With
By the end of the Momentum Foundations Assessment, you will know:
- Where your bookkeeping stands today
- What it will take to move forward with confidence
- Which support option is the best fit for your business
You can then decide how you would like to proceed, with no pressure. Momentum Foundations Assessment
Calm clarity before you decide what comes next.
When your bookkeeping feels uncertain, confusing, or heavier than it should, the most supportive next step is not to rush into cleanup. It is to slow down, look carefully at what is actually there, and understand what your business truly needs.
The Momentum Foundations Assessment is a paid, working review of your bookkeeping foundation. It exists to create shared clarity before any reset, rebuild, or ongoing support begins.
This is how I help you make thoughtful decisions, without pressure or surprises.
Why This Assessment Exists
Not every bookkeeping situation fits neatly into a standard program. Sometimes the challenge is not how far behind you are, but how unclear things feel.
The Momentum Foundations Assessment is here to help you:
- Understand the current state of your books, even if you are not sure where things stand
- Feel confident that nothing important is being overlooked
- Get clear, upfront guidance on what support would actually help
- Know the scope and pricing before committing to additional work
- Make grounded decisions without urgency or fear
This is not a sales conversation. It is a calm, professional review designed to support clarity and trust.
What I Review
During the Momentum Foundations Assessment, I complete a thoughtful review of your bookkeeping file to understand the health of your financial foundation.
This review may include:
- Looking at how your books are set up and structured
- Reviewing opening balances and key accounts
- Identifying gaps, inconsistencies, or unresolved questions
- Assessing the overall level of complexity in your financial activity
- Clarifying what is current, what may be incomplete, and what needs attention
- Evaluating whether your current bookkeeping platform is supporting your business well, or adding friction
The goal here is understanding. No cleanup or corrections are performed during this assessment.
What You Receive
After the review, you will receive a clear and compassionate summary of findings and recommendations, including:
- What I noticed and why it matters
- What work would be required to create clean, reliable books
- Whether your situation fits within Momentum Reset and Rebuild, ongoing Momentum support, or a custom engagement
- Recommendations to simplify or modernize your bookkeeping systems when appropriate
- A clear path forward, with upfront pricing for any recommended services
I will then meet with you to walk through everything together. You will have space to ask questions, reflect, and decide what feels right for you.
When This Assessment Is the Right Next Step
The Momentum Foundations Assessment is often the best place to start when:
- You are not sure whether your bookkeeping is up to date or reliable
- Your books feel inconsistent, confusing, or hard to trust
- Prior work may need to be reviewed before moving forward
- There may be multiple years, entities, or layers involved
- Inventory, payroll, or sales tax add complexity
- The appropriate scope cannot be determined through intake alone
If your business clearly fits within a standard program, I will tell you. This assessment is only used when it truly adds clarity and value.
Investment
Momentum Foundations Assessment
$500 flat fee
Full payment is due in advance.
Services are provided remotely.
If you move forward with a recommended custom engagement, the $500 assessment fee will be credited toward that work. This ensures your investment in clarity is respected.
What You Will Leave With
By the end of the Momentum Foundations Assessment, you will know:
- Where your bookkeeping stands right now
- What it will take to restore clarity and confidence
- Which support option best fits your business and your capacity
From there, you can choose your next step at your own pace.
A Gentle Reassurance
Needing an assessment does not mean you have done something wrong. It means you care enough about your business to slow down and do things well.
In my world, being a CEO means being a Calm, Empowered Owner of your business, your numbers, and your decisions. The Momentum Foundations Assessment exists to help you step into that role with steadiness and confidence.
When you are ready, I will take this step with you.
Apply for Momentum Foundations Assessment
Frequently Asked Questions
How is this different from Momentum Reset and Rebuild?
Momentum Foundations Assessment is about understanding. Momentum Reset and Rebuild is about doing the work.
This assessment helps me fully understand your bookkeeping situation before recommending any cleanup or ongoing support. If your books clearly fit within Momentum Reset and Rebuild, I will tell you. If something more customized is needed, I will outline that calmly and clearly.
What if I am not sure how behind my bookkeeping is?
That is very common. You do not need to know how far behind you are to book this assessment.
If things feel unclear, inconsistent, or hard to trust, the Momentum Foundations Assessment gives us a steady place to start. We will figure out where things stand together.
Will you fix anything during the assessment?
No. The Momentum Foundations Assessment is a review and planning step only.
This allows me to give you accurate recommendations and pricing without rushing or guessing. Any cleanup or ongoing work happens only after you decide how you would like to move forward.
Do I need this assessment before working with you?
Not always.
If your bookkeeping situation clearly fits within Momentum Reset and Rebuild or ongoing Momentum support, I may recommend starting there instead. This assessment is used only when it adds clarity and protects both of us from misaligned scope or expectations.
What happens after the assessment?
After the assessment, I will walk you through my findings and recommendations.
You will leave knowing where your bookkeeping stands, what support would be most helpful, and what the investment would be for any next step.
From there, you can decide how you would like to proceed. There is no pressure to move forward.
Is the $500 credited if I move forward?
Yes. If I recommend a custom engagement and you decide to move forward, the $500 assessment fee will be credited toward that work.
What if I decide not to move forward?
That is completely okay.
You are paying for clarity, understanding, and a professional assessment of your situation. Many clients find that alone brings relief and confidence, even if they choose to take a different path afterward.
Is this a good fit if my business is small or simple?
Sometimes, yes. Sometimes, no.
If your books are simple and only slightly behind, Momentum Reset and Rebuild or ongoing Momentum support may be a better fit. If there is uncertainty or complexity beneath the surface, this assessment can still be very helpful. I will guide you honestly either way.
How do I know which option is right for me?
You do not need to figure that out on your own.
Start where things feel unclear. I will help you find the right next step with transparency and care.