Free Health Check

Complimentary Check-Up On Your Financial Health

It is our conviction that every business should have easy access to trusted financial guidance to grow their business.

Get a swift, complimentary check-up on your financial well-being with our Fast-track Assessment Service. We go beyond the surface with an in-depth review of your income statement, balance sheet, and cash flow statement. The result is a comprehensive review of your financial position at your fingertips. But that’s not all – our experts don’t just stop there. We compare your financial metrics against industry standards and provide you with valuable insights that act as a compass to steer your business towards optimal financial health. It’s time your financial well-being gets the attention it deserves, fast and free!

What's Included?

  • In-depth review of your income statement, balance sheet, and cash flow statement.
  • Comprehensive assessment of your financial position at your fingertips.
  • See your financial metrics compared against industry standards.
  • Receive valuable insights from a financial expert.


Fast and Free!

Financial Modeling Consulting

Our Process

We have a simple 3-step process. You give us all the right information and we take it from there.

Connect With Us

To receive a Free Health Check for your business, the first step is to book a call with us where we will gather some initial details about your business. During this call, we’ll get a baseline on your numbers and dive into your business goals and challenges. Simply share your financial documents so our experts gain insights into your current financial landscape. 

Receive Your Free Health Check

After our experts have done a thorough analysis, we present the results of your Free Health Check. We break down the analysis in an easily understandable format. We turn complex financial data into a comprehensive health score, offering you a clear snapshot of your business’s financial well-being.

Personalized Guidance

Take the next step on your journey to financial success! Explore how our services can bridge the gaps in your current financial strategy, assist you through financial challenges, and power your business forward. Keep wise eyes on your finances moving forward.

Trusted by small business owners


Second time using David for some tasks that I just did not have any time to complete myself – HIGHLY recommend and I will be using him again in the future.

– Kurtis Cummings, Owner of Switchyard Brewing

Custom Financial Modeling Client


David was an excellent resource. He is very knowledgeable and is a rare find. Was able to work through this project and met all deadlines. I plan on using him much more in the future.

– Vadim Leybel, Owner of Cast Capital Funding

Custom Financial Modeling Client

Financial Consultant

Why Choose Wisefi

It’s time to give your business finances the attention they deserve. Start with our Free Health Check to understand where the gaps are in your financial position and how your financial metrics compare to industry standards. This is a fast and free assessment where we will provide an in-depth review of your financial statements and recommend actions to get you on the right track, if necessary. We know your business is worth a lot to you! Work with us and you will have an expert financial partner for the life of your business. 

Contact us

What are you waiting for? We’re ready to make your finances easy! Fill out the basics and let’s work together to bring your business dreams to life!


The Wisefi Difference – All Wisefi Financial Experts are experienced mentors who understand the importance of empathy in our industry. Your best interest is ALWAYS top of mind to us.