Every business owner wonders at some point: “How are we really doing?” Our Business Health Check is designed to answer that question with clarity and confidence. We help small business owners in Hickory, Granite Falls, Lenoir, and surrounding areas understand where their business stands today—what’s going well, what needs attention, and how to move forward with purpose.
Whether you're feeling stuck, preparing for growth, or just want a second set of eyes on your financial systems, we’ll give you a clear, honest assessment of your business’s financial health.
Our business health check includes:
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Review of financial statements and cash flow
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Audit of bookkeeping accuracy and reconciliation practices
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Evaluation of budgeting, forecasting, and reporting systems
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Compliance and tax prep alignment
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A plain-language summary of strengths, weaknesses, and next steps
We work with local entrepreneurs who want more than guesswork—they want insight, direction, and a plan to build a stronger business.
Proudly serving Hickory, NC and nearby communities across Western North Carolina.