{"title":"Professional Services","description":"\u003cp\u003ePractical templates for agencies, consultants and licensed professionals covering billable time and realization, billing and collections, cash flow between invoices, owner pay, and the numbers worth reviewing before you take on more work.\u003c\/p\u003e","products":[{"product_id":"business-financial-health-scorecard","title":"Business Financial Health Scorecard","description":"\u003cp\u003eThe Business Financial Health Scorecard is a quick check of how current, organized, and decision-ready your financial information is. It does not measure business value, solvency, creditworthiness, or overall economic health.\u003c\/p\u003e\u003cp\u003eAnswer 15 plain-language questions covering financial reports, reconciliations, cash visibility, profitability, record organization, payroll and tax documentation, and responsibility for recurring accounting tasks.\u003c\/p\u003e\u003cp\u003eAfter all questions are answered, the Excel scorecard provides one broad result, a response summary, a visible priority note, and three practical next actions. The score is an educational indicator and does not verify the underlying records.\u003c\/p\u003e\u003ch3\u003eHow to use it in three steps\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eChoose one response for each question in the Excel scorecard.\u003c\/li\u003e\n\u003cli\u003eReview the score range, response counts, and critical-item priority note.\u003c\/li\u003e\n\u003cli\u003eSelect the three lowest-rated areas and assign a responsible person and target date.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eImportant limitations\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eThe scorecard evaluates financial-information readiness only.\u003c\/li\u003e\n\u003cli\u003eIt does not assess solvency, business value, creditworthiness, compliance, fraud, tax exposure, or ability to continue operating.\u003c\/li\u003e\n\u003cli\u003eThe answers and underlying records are not independently verified.\u003c\/li\u003e\n\u003cli\u003eGeneral United States educational content only.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"OG Advisory LLC","offers":[{"title":"Default Title","offer_id":45368804573207,"sku":null,"price":0.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0808\/3944\/2455\/files\/og-advisory-business-financial-health-scorecard.png?v=1786121713"},{"product_id":"bookkeeping-health-check","title":"Bookkeeping Health Check","description":"\u003cp\u003eThe Bookkeeping Health Check is a printable 20-item checklist covering account reconciliations, financial statements, supporting records, payroll and tax organization, and recurring bookkeeping responsibilities.\u003c\/p\u003e\u003cp\u003eMark one response for each item and manually count every Needs attention or No or not sure response. The result provides one of three broad categories: Generally organized, Attention recommended, or Professional review recommended.\u003c\/p\u003e\u003cp\u003eThe checklist measures organization and process readiness only. It does not confirm that the bookkeeping or financial statements are complete, accurate, tax-ready, or compliant.\u003c\/p\u003e\u003ch3\u003eHow to use it in three steps\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eMark one response per checklist item.\u003c\/li\u003e\n\u003cli\u003eCount each Needs attention and No or not sure response as one flagged item.\u003c\/li\u003e\n\u003cli\u003eStart with the oldest unreconciled account or most important missing report, then assign an owner and due date.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eImportant limitations\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eThe checklist does not independently inspect or verify books and records.\u003c\/li\u003e\n\u003cli\u003eIt does not guarantee complete books, accurate statements, tax readiness, or compliance.\u003c\/li\u003e\n\u003cli\u003eUse Not applicable only for items that genuinely do not apply.\u003c\/li\u003e\n\u003cli\u003eGeneral United States educational content only.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"OG Advisory LLC","offers":[{"title":"Default Title","offer_id":45368869715991,"sku":null,"price":0.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0808\/3944\/2455\/files\/og-advisory-bookkeeping-health-check_a83fbe9f-498a-4147-8af0-7cda16f43ddf.png?v=1786121538"}],"url":"https:\/\/resources.ogadvisory.cpa\/collections\/professional-services.oembed","provider":"OG Advisory","version":"1.0","type":"link"}