Your First Step Toward Confident, Strategic Growth
Just like a flourishing garden starts with rich, well-tended soil, a thriving business begins with a solid financial foundation. The Willow Business Cultivator is our signature paid assessment and discovery experience—designed to nurture your financial health, weed out inefficiencies, and plant the seeds for long-term, sustainable growth.
Whether you’re preparing to scale, streamline, or simply want to better understand the landscape of your business, this is where your next season of growth begins.
What You’ll Get:
A Deep Dive into Your Financial Health We review your current financial systems, reports, and structure to identify gaps, inefficiencies, and opportunities.
Strategic Roadmap for Growth Walk away with a customized action plan and recommendations tailored to your goals, cash flow, and industry dynamics.
Expert Eyes on Your Business You’ll meet with a senior advisor or CFO who brings experience, clarity, and a fresh perspective to your financials.
Clarity on Whether We’re the Right Fit If we move forward together, we’ll already have a strong foundation in place. If not, you’ll still leave with valuable insights and next steps.
Consult: Approx. 8 hrs
Historical Accounting Assessment
Legal Entity Structure Assessment
Historical Tax Assessment
Basic Accounting Systems Assessment, including Billing & AR, AP, Payroll, Month-End Close
Budget Assessment
Cashflow Assessment
Accounting Team Assessment
Advanced Accounting Assessment, including revenue recognition, accrual processes, fixed asset & depreciation, industry specific accounting
Assessment Findings & Recommendations Report
Over $2 million in annual revenue?
Over 20 employees?
Over 6 entities?
Consult: Approx. 6 hrs
Historical Accounting Assessment
Legal Entity Structure Assessment
Historical Tax Assessment
Basic Accounting Systems Assessment, including Billing & AR, AP, Payroll, Month-End Close
Budget Assessment
Cashflow Assessment
Accounting Team Assessment
Assessment Findings & Recommendations Report
Over $1-2 million in annual revenue?
Over 11-19 employees?
Over 2-5 entities?
Consult: Approx. 4 hrs
Historical Accounting Assessment
Legal Entity Structure Assessment
Historical Tax Assessment
Basic Accounting Systems Assessment, including Billing & AR, AP, Payroll, Month-End Close
Budget Assessment
Cashflow Assessment
Assessment Findings & Recommendations Report
$1 million in annual revenue?
10 employees?
2-3 entities?
Consult: Approx. 2 hrs
Historical Accounting Assessment
Legal Entity Structure Assessment
Historical Tax Assessment
Assessment Findings & Recommendations Report
Under $1 million in annual revenue?
Less than 10 employees?
1 entity?