Blueprint Readiness Check | Aligned Impact
Visibility Blueprint

Find Out Where You Stand Before the Blueprint Begins.

Twelve questions about how your books are structured. No right or wrong answers. Just an honest read on whether your data is ready to support the analysis.

About 4 minutes
No pitch at the end
Instant results

We will email you your results.

Before We Begin
What is your approximate annual revenue?
This helps us calibrate your results. All paths are valuable.
Before We Begin
What accounting software are you currently using?
The Blueprint is built on QBO data. If you use other software, your results will still be accurate.
Question 1 of 12
How is revenue tracked in your accounting system?
Think about whether you can see Shopify, Amazon, wholesale, and distributor revenue as separate line items or whether everything flows into one account.
Question 2 of 12
How are your cost of goods structured in your books?
Think about whether materials, packaging, labor, and freight are broken out by component, or whether COGS is a single line or mixed into operating expenses.
Question 3 of 12
When does revenue hit your books?
Think about whether the sale is recorded when the invoice goes out, when the order ships, or when payment arrives.
Question 4 of 12
How much clean, reconciled history exists in your accounting system?
The Blueprint needs at least 12 months of data to run trend analysis, margin comparisons, and seasonal cash modeling.
Question 5 of 12
How consistent is your data structure over the past 12 months?
Think about whether chart of accounts, categories, and vendor or customer names have stayed consistent, or whether there has been restructuring that breaks historical comparisons.
Question 6 of 12
How complete and current is your bank data in your accounting system?
This covers two things: whether all accounts are in the system, and whether they are reconciled to your actual bank statements.
Question 7 of 12
How consistently are costs recorded in the period they occur?
Think about whether your monthly P&L reflects the actual cost of goods for that period, or whether there are timing mismatches between when costs hit and when they actually occurred.
Question 8 of 12
How clean is the data flowing into your accounting system from your sales channels?
Think about Shopify, Amazon, distributor portals, and other platforms that feed into your books.
Question 9 of 12
How are your business finances structured across entities and ownership?
Think about whether personal and business finances are fully separated, and whether owner draws and related-party transactions are clearly classified.
Question 10 of 12
How are your receivables and payables tracked?
Think about whether you know exactly what customers owe you and what you owe vendors, and whether that information lives in your accounting system.
Question 11 of 12
How current and reliable is your Balance Sheet?
A reliable Balance Sheet means accounts are reconciled, equity is accurate, and the document would hold up to outside review.
Question 12 of 12
Can you currently generate a meaningful P&L from your accounting system without significant manual cleanup?
If you pulled a P&L right now, would the numbers be actionable, or would they require significant interpretation before they told you anything useful?
Your Result You Are on Path A

Your data is ready. Let's build on it.

-- out of 36

Your books are structured in a way that supports the Blueprint's analysis. Revenue is tracked by channel, costs are coded correctly, and your data has the depth and consistency to produce reliable results. This is exactly where you want to be before committing to this engagement.

What the Blueprint Can Do

  • True margin by product, channel, and customer
  • Trade spend fully allocated and visible
  • Cash flow analysis and forecasting
  • Strategic roadmap built on real numbers

What to Bring to the Call

  • Your biggest strategic question right now
  • Any channels or products you want prioritized
  • Timeline and what a decision looks like for you
Your Six Pillars
The Visibility Blueprint
$5,000 One-time engagement

Three to four weeks. Complete financial clarity built on your actual data.

✓
Seven-tab Business Intelligence Dashboard built from your actual QBO data
✓
True margin analysis by product, channel, and customer
✓
Trade spend and channel cost fully allocated and visible
✓
Cash flow clarity and runway analysis
✓
Root cause diagnosis and 90-day strategic roadmap
✓
Two 90-minute strategic calls: kickoff and delivery
✓
30 days of post-delivery email support
✓
Clarity Refresh Kit: Excel engine, branded dashboard, Loom walkthrough
How the Blueprint Compares
Blueprint
Traditional CFO
Fractional CFO
Timeline
3 to 4 weeks
3 to 5 months
Ongoing
Cost
$5,000 once
$10K to $25K
$3K to $5K/mo
Output
Full clarity + capability transfer
Analysis, dependency created
Guidance, ongoing cost
After
You own it. Alumni Partnership available.
Need them again
Ongoing value + cost

The exploratory call is a conversation. No commitment, no pressure. We will confirm the engagement is the right fit and answer any questions before anything is signed.

Book a Blueprint Exploratory Call Read the full Blueprint overview first →
Your Result You Are on Path B

Good bones. Let's get you Blueprint-ready.

-- out of 36

Your financial data has gaps that would compromise the Blueprint's accuracy. This is not a problem. It is the most honest starting point we can give you. The Data Foundation Review is a focused, controller-led assessment that identifies exactly what needs to be corrected before we build on top of it.

What the Foundation Review Does

  • Identifies gaps across six dimensions of your QBO setup
  • Produces a specific written plan for your bookkeeper
  • 45-minute findings call with our controller
  • Protects your Blueprint investment from bad data

What It Is Not

  • Not bookkeeping cleanup
  • Not ongoing accounting support
  • Not implementation. Your bookkeeper does that.
Your Six Pillars
Book Your Data Foundation Review Join a free Hot Seat session first →
The Data Foundation Review
$1,500 One-time engagement

A focused, controller-led audit of your QBO setup. You get a specific written plan and a clear answer on what needs to change before the Blueprint begins.

✓
Six-pillar audit of your QBO setup measured against Blueprint requirements
✓
Written remediation plan with specific instructions for your bookkeeper
✓
Priority ranking of what to fix first, what can wait, and what is already solid
✓
45-minute findings call with Siri's controller to walk through the plan
✓
Clear written criteria for when your books are Blueprint-ready
✓
30-day follow-up window for questions as your bookkeeper works through the fixes
How It Fits Into the Path
Foundation Review
Skip It
Full Audit
Timeline
1 to 2 weeks
Blueprint delayed
4 to 8 weeks
Cost
$1,500 once
Blueprint at risk
$3K to $6K+
Output
Specific plan + controller call
Unreliable analysis
Full cleanup done for you
After
Your bookkeeper executes. You move to Path A.
Garbage in, garbage out
Dependency created

The Foundation Review is not bookkeeping. We tell you what is wrong and how to fix it. Your bookkeeper does the work. Most clients are Blueprint-ready within four to six weeks of completing the review.

Book Your Data Foundation Review Read the full Blueprint overview first →
Your Result You Are on Path C

The foundation needs to come first.

-- out of 36

The Blueprint is built on financial data, and right now, the data foundation is not in a place where the analysis would be reliable. That is completely solvable. We have worked with founders in exactly this situation. The right next step is a conversation, not a product.

Your Six Pillars

A free 20-minute call with Siri will help clarify what is actually in the way and what a realistic path forward looks like. No cost, no commitment, no pressure.

Book a Free 20-Minute Call Join a free Hot Seat session →

 In today’s dynamic business environment, a one-size-fits-all approach often falls short. Our bespoke holistic business coaching approach is designed to meet the unique needs of your business through a tailored, strategic process.

Contact Info
Linkedin-in
Copyright 2024 All Rights Reserved
Scroll to Top