Business assessment
Your GYB Connect-assigned CPA reviews your financial and operating information, explains the findings and helps prioritize the next steps. Questions and follow-up are supported through the contact options included in your plan.
Review revenue, costs and payment activity with your CPA to build a clearer picture of the business.
Examine financial risks, process inefficiencies and reporting gaps in the context of your operating priorities.
Turn the findings into prioritized actions and ask your CPA about the assumptions and trade-offs behind them.
GYB Connect assigns a Certified Public Accountant (CPA) to your business to manage the accounting work included in your plan and answer questions with your business context in mind.
Work with an assigned professional who understands your records, priorities and ongoing work.
Contact your CPA by phone, email or the other support channels included in your plan.
Your plan defines the tasks, deliverables, review schedule and access to your CPA.
Contact channels, consultation frequency and availability depend on your selected plan.
Agree the focus before the assessment begins. Your CPA reviews the available evidence and explains the findings, with deliverables and follow-up defined in your plan.
Describe the decisions you need to make and the areas you want to understand.
Your CPA examines the agreed records and processes, identifying findings and information gaps.
Review the conclusions, ask questions and agree the next actions to consider, with follow-up according to your plan.
Tell us what you want to understand and the decisions you need help evaluating.
Available configurations, eligibility and service terms are confirmed in your proposal.
