Evaluations

How healthy is your business?

The decisions you make today determine how strong your business will be tomorrow. But without an accurate picture of where you stand today, you’re effectively in the dark.

Shamrock’s personalized and confidential evaluations are an easy and affordable way to find out how healthy your business is. Make a small, one-time commitment. We’ll show you where you stand – and identify key opportunities to improve your financial strength.

8-point Tax Inspection

$199
  • How well is your business positioned for tax season? Which incentives are you missing out on – and which red flags are you raising with IRS auditors?
  • You provide:
  • Recent Profit & Loss report
  • Recent Balance Sheet
  • Copies of business tax returns filed for the last 2 years
  • You get:
  • One-page summary scoring your tax preparedness in 8 different areas – plus an overall score
  • Phone consultation with Steve Shamrock to explain your score and suggest next steps
  • Ideal for:
  • New/startup businesses
  • Businesses experiencing significant growth
  • Businesses experiencing major transition

KPI Exam

$269
  • Key Performance Indicators are the lens through which you view your business. How accurate is your perspective? Which business actions really make you money, and which actually hurt your bottom line?
  • You provide:
  • Recent Profit & Loss report
  • Recent Balance Sheet
  • Copies of business tax returns filed for the last 2 years
  • Short phone interview with Steve to answer questions about your business
  • You get:
  • One-page summary scoring your reporting practices, listing possible blind spots and identifying possible actions to improve profitability
  • Phone consultation with Steve Shamrock to explain your score and suggest next steps
  • Ideal for:
  • Businesses experiencing significant growth
  • Businesses experiencing leadership transition
  • Businesses seeking to grow in the future

Complete CFO Evaluation

$349
  • The 8-point Tax Inspection and the KPI Exam, combined in a single step. For the business owner who needs an overall financial health analysis – and doesn’t have time to waste.
  • You provide:
  • Recent Profit & Loss report
  • Recent Balance Sheet
  • Copies of business tax returns filed for the last 2 years
  • Short phone interview with Steve to answer questions about your business
  • You get:
  • One-page summaries, with scores, for both the 8-point Tax Inspection and the KPI Exam
  • Face-to-face meeting with Steve Shamrock to explain your score and suggest next steps
  • Ideal for:
  • Businesses experiencing significant growth
  • Businesses experiencing major transition
  • Businesses seeking to grow in the future

Let’s get started!

I’m ready for a CFO-level perspective on my business. Please contact me to get started.

I'd like (check all that apply):
8-point Tax InspectionKPI ExamComplete CFO Evaluation

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