Financial Diagnostic
Know Exactly What’s Going On In Your Landscaping Business's Numbers.
Backed by our $5,000 Guarantee
Assessment scope
What we'll help you uncover
The assessment is designed to identify practical opportunities in the places landscaping businesses most often lose money, clarity, or tax efficiency.
Balance sheet and cleanup issues that could bite you later
Jobs, services, or crews that might be killing your margins
Reporting gaps that make it hard to see what's really going on
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Step One: Complete the Groundworks intake form and reserve your assessment
This locks in your spot
$750
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Step Two: Submit your information securely
Requested items
- 2x most recent business tax returns
- 2x most recent personal tax returns
Access to grant
- QuickBooks Online accountant access
Secure file transfer
Document Submission and Accountant Access
You will receive a secure Financial Cents link to upload your requested documents, plus a reminder with instructions for granting QuickBooks Online accountant access. Please do not email tax returns, login credentials, full SSNs, bank numbers, or sensitive documents.
File upload
You will soon receive a secure Financial Cents link at the email address provided in your intake form. Use that portal to upload your requested documents. Please do not email tax returns or other sensitive files.
QuickBooks Online accountant access
Sign in to QuickBooks Online. Click the Gear icon and select Manage users. Go to the Accountants section and click Invite accountant.
Enter:
Name: Nick Cobos
Email: nick@sagaaccounting.com
Click Save. Nick’s name will appear on the Manage users screen with the status Invited. Once accepted, the status will change to Active.
You can return to the portal later by clicking Client Login or by using the reminder emails from Financial Cents. Email it@sagaaccounting.com if you have any issues.
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Step Three: Have your 90-minute Groundworks Assessment call
Once we’ve received the last 2 years of your business and personal tax returns and have accountant access to your QuickBooks Online file, a member of our team will reach out to schedule your 90‑minute assessment video call.
On that call, we’ll walk through your numbers together and finish by highlighting the 3–5 issues we’d fix first if we owned your business.
Guarantee
The Groundworks $5,000 Value Guarantee
If your landscaping business did at least $1 million in revenue in the last 12 months and you do not feel we identified at least $5,000 worth of clear issues, opportunities, or savings during your assessment, tell us at the end of the call and we’ll refund your fee.
What we review
Accounting file, balance sheet, profit and loss, and business and personal tax returns to identify issues, risks, missed opportunities, and what to prioritize next.
What you receive
A 90-minute video call where Saga walks through the findings and answers your questions. The Groundworks Assessment is a one-time diagnostic and does not constitute an obligation to provide additional services.
FAQ
Frequently asked questions
No. The Groundworks Assessment is a limited diagnostic review. It is designed to identify issues, risks, savings opportunities, and next steps based on your books, prior return, and discussion. It does not include bookkeeping cleanup, tax filing, payroll setup, legal advice, or implementation unless separately engaged.
We need basic business information, payment, the prior 2 years of your business and personal tax returns, and accountant access to QuickBooks Online.
Because this includes expertise and prep. It is a 90-minute call plus an extensive pre-call review from our team, not a 10-minute chat. We focus on landscapers exclusively, and it is backed by our $5,000 guarantee.
Our team schedules the 90-minute assessment video call after we receive the prior 2 years of your business and personal tax returns and QuickBooks Online access.
We need to confirm that the required documents and QuickBooks Online access have been received before scheduling the review. This protects the review timeline and helps make sure the call is useful.
If your landscaping business did at least $1 million in revenue in the last 12 months and you do not feel we identified at least $5,000 worth of clear issues, opportunities, or savings during your assessment, tell us at the end of the call and we'll refund your fee.
There is no obligation to become a monthly client. You can implement the recommendations with us, your current accountant, or yourself. If you do want ongoing help, Groundworks comes first so neither side is guessing.
The core deliverable is a 90-minute video call where Saga walks through the findings and answers questions, along with recommended next steps. A written report is not included unless separately stated or separately engaged.
Yes. Do not email sensitive documents. After purchase, we will provide secure upload and access instructions. Do not send tax returns, passwords, full SSNs, bank numbers, or login credentials through email or public website forms.
Click here to schedule a Groundworks Discovery Call