GTX Finance Ops Health Check

Price: Starts at $2,000
Ideal For: Founders who want to know if their financial systems are working… or quietly falling apart. This service is best for companies where the finance/accounting function is being performed internally by non-finance folks or by a low-touch outsourced bookkeeping service.

What’s Included

Your startup is moving fast, but is your financial foundation solid? Our Finance Ops Health Check gives you a fast, expert-driven diagnostic of what’s working, what’s broken, and what needs to change.

Accounting Review

  • Dive into your QuickBooks (or Other) instance and review chart of accounts, reconciliations, and transaction categorization

  • Check for common pitfalls: uncategorized transactions, sloppy COA, duplicate vendors, unreconciled bank accounts, etc.

  • Provide a punch list of fixes

Tool Stack Assessment

  • Evaluate your existing finance tools: GL, bill pay, payroll, cap table, etc.

  • Identify underutilized features or inefficiencies

  • Recommend changes to streamline operations, cut costs, or prepare for scale

Workflow & Process Review

  • Assess your current monthly close process, approval workflows, and reporting cadence

  • Flag missing or risky processes (e.g., manual expense handling, unapproved equity grants)

  • Provide best practices for speed, accuracy, and investor-readiness

Deliverables

  • A clear, actionable report card on your current finance ops

  • A priority-ranked list of improvements across accounting, tools, and workflows

  • Optional: a live walkthrough to debrief and answer questions

Timeline

  • Delivered in 10 business days

  • Minimal time required from your team. What we’ll need from you:

    • Intake form

    • 30 min onboard meeting

    • View access to financial tools

    • Async answer questions or one follow-up meeting

    • (optional) 30-60 minute results presentation

What You Get

  • A fast, founder-friendly assessment of your financial operations

  • Clarity on where you’re exposed—and how to fix it

  • Peace of mind before your next fundraise, hire, or board meeting