The LLŪM

Diagnostic

When the Numbers Don’t Add Up, Neither Does the Business.
If your WIPs don’t make sense, your reports are always late, and you can’t trust what your accounting team is telling you, then you don’t have a problem with people. You have a clarity problem. The LLŪM Diagnostic uncovers the breakdowns in your financial systems, processes, and reporting so you can finally make confident decisions and lead your business with certainty.

$2,500

Diagnostic

Fully credited toward your onboarding if you engage LLŪM.

Full Financial Review

What the LLŪM Diagnostic Is

A Deep, Honest Look at the Financial Foundation of Your Business.

For leaders in the built industry such as contractors, trades, design-build firms, and government contractors, financial confusion doesn’t mean your team isn’t capable. It often means your systems, processes, and visibility were never designed to keep pace with your projects.

The LLŪM Diagnostic is a full financial and systems review that identifies what’s broken, what’s missing, and what needs to change to create a foundation built for clarity and control. It’s not another consultation. It’s your roadmap to clarity.

FULL SERVICE ACCOUNTING

What We Examine

The LLŪM Diagnostic takes a complete look at your accounting and financial operations, from the systems you use to the people running them. We assess:

Accounting Infrastructure

How your chart of accounts, reporting structure, and data flow affect accuracy and insights

Standard Operating Procedures (SOPs)

How consistent and effective your financial processes are, including close cadence, billing, and approvals.

Financial Clarity and Insight

The accuracy, timeliness, and reliability of your WIP, job cost, and monthly reporting.

Scalability Readiness

How well your systems and team can handle growth, compliance, and smarter decision-making. We also review your past accounting setup or outsourced partners to understand your readiness for future adoption.

Team Structure and Capability

Whether your accounting team’s roles, skills, and workload fit the company’s size and project volume.

Process Bottlenecks

The gaps between operations and accounting that cause reporting errors or delays.

Technology Stack

Review of your accounting and project management tools such as Sage Intacct, Foundation, QuickBooks Contractor, Procore, Buildertrend, Viewpoint, Deltek, and others to see how well they connect.

Schedule Your Free Consultation Today

Let’s talk about how to improve your business finances.

You Can’t Lead What You Can’t See.

Why It Matters

You’re managing millions in projects, but without accurate numbers, you’re leading in the dark. Late reports, bad WIPs, and unclear cash flow make it impossible to make solid decisions or hold anyone accountable.

The LLŪM Diagnostic gives you control again. It exposes the real causes behind financial confusion and gives you a clear plan to correct them.

Key Outcomes:

Our Process: Clear, Collaborative, and Purposeful.

How It Works

1

Kickoff & Intake

After scheduling, you’ll complete a short intake form outlining your company’s systems, structure, and goals. This gives our team a foundation for the review ahead.

2

Deep-Dive Review (1–2 Weeks)

Our CFO, Controller, and Director of Onboarding perform a detailed review of your accounting, reporting, and workflows. During this phase, we’ll schedule a 1–2 hour working session with your accounting team and leadership to walk through reports, WIPs, and system access.

3

Receive Your LLŪM Clarity Report

You’ll receive a clear, actionable report summarizing findings, scores, and recommendations. If you move forward with LLŪM, your $2,500 diagnostic fee is fully credited toward onboarding.

What We’ll Need From You

Finally, a Financial Report That Actually Makes Sense.

The Deliverable — The LLŪM Clarity Report

You’ll receive a complete, unbiased review of your financial health that pinpoints exactly where clarity is missing and what should be fixed first.

Includes:
  • Scored evaluation across key pillars: Setup, Reporting, Systems, Process, and Team
  • Red, Yellow, and Green insights that highlight strengths and risks at a glance
  • Prioritized recommendations for short-term and long-term improvement
  • A roadmap aligned with LLŪM’s ongoing service model

Built for Builders

The LLŪM Diagnostic is designed for leaders across the built industry, including:

If your business builds, installs, or manages projects in the field, the LLŪM Diagnostic will help you regain financial clarity, trust your numbers, and lead your team with confidence.

Illuminate the Path to Better Financial Decisions

Schedule your LLŪM Diagnostic today and find out where your numbers and systems are holding you back.

FAQs

Yes. The $2,500 fee is fully credited toward your onboarding setup if you continue with LLŪM for ongoing services.

Usually 1 to 2 weeks, depending on your system’s complexity and access to data.

A senior LLŪM team consisting of our CFO, Controller, and Director of Onboarding.

A full clarity report that outlines findings, scores, and recommendations to help you regain visibility and control.