Ridgeline Business Solutions  ·  Ridgeline Accounting Diagnostic

Find out what your accounting function costs to run — and what it should.

A fixed-scope diagnostic led by a Pennsylvania CPA. It maps the people, process, cash, systems, and reporting behind your books, puts a number on the gap between what you pay and what the function should cost, and tells you what to do about it.

Skilled Trades & Specialty Contracting Commercial Real Estate & Multifamily Owner-Operated, $5M+ Revenue Fixed Scope · Fixed Fee
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What It Is

A structured assessment with a defined deliverable.

The Ridgeline Accounting Diagnostic is a paid, fixed-scope engagement. It is not an open-ended advisory relationship and it is not a software pitch. Every finding is reviewed before it reaches you.

The assessment covers six areas: business profile, accounting and office operations, cash management, technology and systems, decision support, and an industry track — job costing and WIP for trades, consolidated NOI and lender compliance for real estate.

What You Receive

✓
Findings Report A written assessment across all six areas, with findings by function and the economic consequence of each.
✓
Cost Model An Excel model built to your actual numbers: what your accounting function costs today, what it should cost, and the gap.
✓
Priority Action List Five sequenced actions with timing, specific to what the diagnostic found.
✓
Three Calls Onboarding, a mid-engagement check-in, and a debrief with a CPA to walk through the findings.

The Process

How the engagement works

1

Screening

Ten questions, about ten minutes. Confirms fit and scope before anything else begins.

2

Intake

A structured questionnaire completed by the owner and your finance lead, plus financial statements and supporting documents through a secure intake.

3

Analysis

CPA and team reviews the full intake and produces the findings report and cost model.

4

Debrief

What we found, what it means, and what comes next.

Fees

Fixed fee, set by scope.

Small

$2,500

Single entity, one accounting system. Home services and single-location trades businesses.

Large

$10,000AND UP

Multi-entity groups with consolidated reporting, intercompany activity, and lender requirements. Real estate and hospitality operators.

Scope and fee are confirmed at screening. The fee covers the full engagement — intake, analysis, report, model, and all three calls. There is no obligation beyond it.

Who This Is For

A specific profile.

  • ✓ Owner-operated, with the owner active in financial decisions
  • ✓ $5M or more in annual revenue
  • ✓ Skilled trades, specialty contracting, commercial real estate, or multifamily

The owner's participation is required — about four hours across the intake and calls. The most useful signals come from the person running the business, not the person managing the spreadsheets.

The engagement runs on a fixed 10-day window from the date intake is complete. Late documents or unanswered follow-up pause the window; they don't extend it.

Find out what your accounting function actually costs to run.

Ten questions to confirm fit. If it's a match, we contact you directly to schedule.

Request Screening

The Ridgeline Accounting Diagnostic is a paid advisory engagement. It is not an audit, review, compilation, or other attest service as defined under professional standards, and it does not constitute tax, legal, or investment advice. Findings reflect conditions observed during the engagement period and are not guarantees of outcome. Completion does not establish an ongoing client relationship. Consult qualified legal, tax, and financial advisors before acting on any finding.