Elevate your role with clients using financial analysis and insights that fast-track a consultative approach & reinforce your value as a trusted business partner.
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Fully understand your financial position and discover specific areas of unclaimed profits to impact cash, credit, and enterprise value.
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Fiscal Checkup™ Reports

Fiscal Checkup delivers six customized, printable reports that illustrate the financial health of your business and identify key improvement areas—clearly and completely. Simply input financial data from the past three to five years, along with qualitative company and market information to receive all six reports.


  • As a business performance expert, I continually look for ways to better serve my clients, their businesses and their financial and operational success. The Fiscal Checkup report gives me the starting point to do exactly that. It’s a comprehensive guide to my client’s current and future success in their business. Whether they want to improve their business performance or increase the value of their business, Fiscal Checkup serves both purposes better than anyone else.

    Rodger Stephens, CPA, CGMA — Business Performance Expert — Prize Performance LLC
  • Roger provides one of the best outlined and presented webinars I’ve attended.  As an educator and consultant in project management and business analysis, I appreciate his detail and clarity in presenting company financial data for analysis and forecasting.  Fiscal Checkup is at the top of my SaaS resource recommendations list to both my students and clients.

    Garrison Lloyd, Adjunct Instructor — Augsburg College
  • “Fiscal Checkup provided a great overview of our financials. We were able to compare our company vs. others in the industry and see how we stacked up. The reports provided great feedback on our current practices and suggested improvements. It was amazing to see how a couple simple adjustments to our practices could potentially double our cash flow.”

    Kimberlee Abel, Corporate HR/Accounting Manager — Northwoods Paper Converting, Inc.
  • “The Fiscal Checkup report allows us to improve communication with our lender. They can actually understand our business instead of just the numbers.”

    Tim Schierl, Co-CEO — Team Schierl Companies
  • “Fiscal Checkup has been a great tool for our management team. Sharing the information from Fiscal Checkup not only provides our managers with the facts, but also helps each of them learn how to use the data and how financial analysis can be so valuable! It keeps us on the same page, focusing on the right data, and understanding the data to keep us driving our business forward. Fiscal Checkup does the work, so we can keep our focus on key areas and day-to-day business, yet still have the detailed analysis at our fingertips!”

    Shanna L. Scheithauer, Director of Accounting & HR — Enerquip, LLC
  • “With our Fiscal Checkup I was able to easily and effectively communicate key metrics and trends to our investors in an easy to understand layout.”

    Doug Munsey, President — KiMobility


CEOCFO Magazine Interviews Fiscal Advantage CEO
Fiscal Checkup CEO, Roger Jacobi, recently spoke to CEOCFO Magazine - The Most Powerful Name In Corporate News and Information. Learn what he had to say. More
Fiscal Advantage CEO named Mover & Shaker
Twin Cities publication the StarTribune selected Fiscal Advantage CEO, Roger Jacobi, as one of their Movers & Shakers. More
TECHdotMN Profiles Fiscal Checkup
Find out why this local publication thinks Fiscal Checkup "could be a godsend for the millions of small and medium businesses in America." More


October 24th-26th, 2016 | San Jose, CA QuickBooks Connect
November 15, 2016 | Mirage, Las Vegas Accountex (SleeterCon)