CORE™ Financial Health Check — CREE Consulting
Profit First Targets · Red Flag Analysis · Revenue Breakdown · Cost-Cutting Opportunities · Profitability Review · Cash Flow Analysis · Recommendations Report · 30-Min Live Session · Profit First Targets · Red Flag Analysis · Revenue Breakdown · Cost-Cutting Opportunities · Profitability Review · Cash Flow Analysis · Recommendations Report · 30-Min Live Session ·
CORE™ Financial Health Check

Know exactly
where your money
really stands.

A 30-minute live session reviewing your bank statements or financial statements. Your complete financial picture — Profit First targets, red flags, revenue, profitability, cost-cutting opportunities, and prioritized recommendations — in one report.

Book your Health Check — $99 See what's in the report →
CORE™ Financial Health Check
$99
One-time · Report delivered same day
30-min live session with Cre
Profit First allocation targets
Profitability & key metrics
Revenue breakdown by stream
Red flags identified with severity
Cost-cutting opportunities
Prioritized recommendations
Book your session
Former Federal Contract Specialist
C-Suite Executive — Finance, Contracts & HR
Multi-million dollar budget oversight
Alexandria, VA · Serving clients nationally
The problem

Most small business owners don't actually know what their numbers mean.

They know revenue is up or down. They know the account balance. But they don't know their real profit margin, whether their Profit First allocations are right, or which expenses are quietly eating their business alive.



One honest look at your numbers — with someone who knows what to look for — changes everything.

No tax reserves — a liability building silently
Most small businesses aren't setting aside the right percentage for taxes. The bill comes due at year-end. The cash isn't there.
Operating expenses above Profit First targets
When OpEx runs above 30% of real revenue, profit margin collapses. Most owners don't see it until it's already happened.
Cash reserves under 2 weeks
Less than one month of operating expenses in reserve means one slow week can create a cash crisis. Most businesses are living there.
Revenue up, profit flat — no explanation
Growing revenue without growing profit means the money is going somewhere. The Health Check finds exactly where.
What's in your report

Every section of your
financial picture.

Your report is generated live during your 30-minute session and delivered to your inbox same day. Bank statements or financial statements — whichever you have.

01
Profit First Allocation Targets
Your actual allocations vs. Profit First targets across all five accounts — Income, Profit, Owner Pay, Tax, and OpEx. Immediately shows where money is going and where it should be going.
02
Profitability & Key Metrics
Gross and net profit margins, monthly burn rate, cash reserve runway, revenue trend, cost of goods/services — eight metrics that give you the real picture of financial health.
03
Revenue Breakdown
Revenue by source with percentage share and trend. Identifies concentration risk, your highest-margin streams, and where diversification is needed.
04
Red Flags Identified
Every financial risk identified and categorized — Critical, Warning, or Monitor — with a clear description of the impact and what needs to happen to address it.
05
Cost-Cutting Opportunities
Specific expenses identified for reduction or elimination, with estimated annual savings for each. No general advice — actual line items from your financials.
06
Prioritized Recommendations
Numbered action items ranked by impact — what to do first, second, and third. Each with a clear rationale and expected outcome. A decision tool, not a summary.
How it works

Simple. Fast. Same-day report.

No complicated intake. No waiting. Just send your documents, show up for the session, and leave with a complete financial picture.

1
You book and pay
Select your session time. $99 one-time payment. You'll receive a confirmation with everything you need to prepare.
2
You send your documents before the session
Last 3 months of bank statements or your most recent P&L — whichever you have. Sent securely at least 2 hours before your session so your report is ready when we connect.
3
We review your report live together
Your report is generated from your documents before the call. The 30-minute session is your review — Cre walks you through every section, explains the findings, and answers your questions in real time.
4
Report delivered to your inbox
Your complete CORE™ Financial Health Check report is sent within 30 minutes of the session ending. Yours to keep, reference, and act on.
Sample report snapshot

What your report
looks like.

A real, structured deliverable — not a summary email. Here's a preview of two sections from a typical Health Check report.

Profit First allocation targets
Revenue
$84,200
Real revenue baseline
Profit
1.8%
↓ Target: 5%
Owner Pay
48%
→ Target: 50%
Tax
4%
↓ Target: 15%
OpEx
46%
↑ Target: 30%
Red flags identified
!
Tax reserves critically underfunded at 4% of revenue
Profit First recommends 15%. At current levels a tax liability is accumulating that will create a cash crisis at year-end.
Critical
▲
Operating expenses running 16 points above Profit First target
OpEx at 46% vs. a 30% target is the primary driver of compressed margins. A line-by-line audit is needed.
Warning
i
Revenue concentration risk — 62% from one service line
Heavy dependence on a single stream creates vulnerability. Diversification opportunity identified.
Monitor
What comes next

The Health Check tells you
where you are. CORE™ Financial Pulse keeps you there.

A one-time review is a starting point — not a solution. CORE™ Financial Pulse is monthly monitoring that tracks your progress against your Health Check baseline, catches red flags before they compound, and keeps your finances moving in the right direction.

Learn about CORE™ Financial Pulse →
CORE™ Financial Pulse — Plans
Monitor
Monthly snapshot, red flag alerts, written report
$197/mo
Manage
Everything above + monthly 30-min check-in call
$397/mo
Partner
Everything above + strategic advisory & priority access
$697/mo
Health Check clients receive 50% off their first month.
See CORE™ Financial Pulse plans
"I've been on the other side of the table — and that changes everything. I know what financial discipline actually looks like in practice because I've managed multi-million dollar budgets and held C-Suite responsibility across Finance, Contracts, and HR. That's the lens I bring to every Health Check."
Cre — Founder, CREE Consulting
Former Federal Contract Specialist · C-Suite Executive · Alexandria, VA
Former Federal Contract Specialist C-Suite — Finance, Contracts & HR Multi-million dollar budgets
CORE™ Financial Health Check

Know your numbers.
Own your finances.

$99. 30 minutes. A complete financial picture and a clear path forward — delivered same day.

Book your Health Check — $99 Learn more about CREE →

Questions? Email [email protected] or call 202-740-6145