Finance Diagnostic Assessment for Emerging & Growing Small Business

Finance Diagnostic Assessment for Emerging & Growing Small Business

Finance Diagnostic Assessment (FDA) a Valuable Tool in Business Improvement

As a business leader, you know how important continuous improvement is.  In the eyes of your many stakeholders, if you’re not moving forward, you’re falling behind.

It’s hard to improve an area where you don’t have deep expertise –  the accounting department, for example.

Yet financial accounting is an area that is so crucial to growth and the sustainability of your business. 

Why not have an expert come in and do a diagnostic?

Finance Diagnostic Assessment for Emerging & Growing Small Business – Expert, Objective Review

With a Finance Diagnostic Assessment (FDA), you’ll have access to an accounting expert with 27 years of experience bringing knowledge of best practices, understanding of regulations and compliance issues, and exposure to hundreds of organizations. This kind of experience is rare, but it is exactly the kind of experience Unalp CPA Group has to offer your business.

Findings and Recommendations Report – Your Financial Accounting Action Plan

What is a Finance Diagnostic Assessment (FDA)?  Unalp CPA Group will evaluate your financial accounting people, processes, and technology. This usually takes a day or two.

Once Unalp CPA Group has completed the FDA, the findings will be compiled in a report.  We’ll provide you with a rigorous assessment of the accounting department.  In turn, you can use the report to strengthen the financial health of the organization.  Where there are problem areas, we will summarize the problem and offer possible solutions to the challenge.

You’ll know what’s working and what not working – and we’ll help you prioritize so that you can move forward in the most proficient fashion.

Share this report with your executive team or your board, zeroing in on the areas that need to be addressed and gain their buy-in and strategic input.

People, Proficiency and Technology

The Finance Diagnostic Assessment reviews your existing staffing structure, staff capabilities, and the technology environment.  Unalp CPA Group evaluates these areas of your business and compares them against industry best practices.  We will then identify areas where your finance organization can increase its effectiveness and efficiency.

For more information on the Finance Diagnostic Assessment process, contact Jeff Unalp, CPA to get started:  jrunalp@unalpcpa.com or call 925-256-6321.