Fifteen scored questions, plus a few in your own words. One score out of ten. A clear plan for what to organize first — because you deserve to know your numbers, not guess at them.
You built a business that works. The systems around it are allowed to catch up.
Cacti thrive because they're resourceful — they make the most of what's available and grow anyway. That's how most of the owners we meet have been running their finances, and it got them here. This score shows you what becomes possible when the numbers are organized behind you instead of piled up in front of you.
— Jessica & Marilyn, Cactus Blossom Financial
Tell us where to send them and we'll show you everything right now. You'll get a copy by email too — handy for comparing six months from now, or for forwarding to a partner or spouse.
Each area gets its own 1–10. Read the tall bars as proof of what you've already built, and the shorter ones as where the next win is waiting.
What you told us, and exactly where it points.
Not someday. This is what changes within a quarter of getting these areas organized.
In order, because each one makes the next easier. You could do all of this yourself — and plenty of owners do. Knowing what to do first is the part that matters.
Not problems — just the places where a little organization pays you back fastest. Every one of these is common, and every one is fixable.
Built from your answers, in the order we'd actually do it. Real prices, so you can decide with clear eyes — and take any phase on yourself if you'd rather.
Or call 480-442-6573 · Scottsdale, AZ — serving the East Valley and beyond, virtually.
This audit is a self-assessment tool for planning conversations, not tax, legal, or investment advice. Prices shown are current starting points and are confirmed once we understand your books. Tax preparation ranges depend on entity type and complexity.