Get a 360° View of Your Business and Personal Financial Health and Discover Immediate, High-Impact Solutions for Increased Profitability and Security.

You’ve put everything into building your business. Time, energy, sacrifices, but is the business actually working for you or are you just working for it?

For many business owners, the answer is they still feel like an employee, except now they can never get away from the boss. 

Maybe you’re stuck in a cloud of doubt, constantly guessing if your cash flow will cover next month’s expenses. You’re staying up at night, wondering if this business can really provide for the future you dream of or if you’ll ever be able to retire.

You’re not alone. We’ve seen it time and time again…

Your revenue looks good on paper, but there’s barely enough cash left to pay yourself after covering payroll, bills, and taxes. You’re always one financial hiccup away from panic. One unexpected expense, one slow month, and you’re scrambling for solutions.

You don’t even know if you’re overpaying on taxes or where your business is losing money because the numbers are just too confusing.

You started this business to create freedom, but right now, it feels like a ball and chain.

Long story short, you’re working for your business rather than having your business work for you. You’re constantly putting out financial fires and you’re unsure if you’ll ever reach the level of success you’ve always dreamed of.

If this sounds like you, it’s time for a reset. 

The Keystone Assessment is designed to stop the chaos and put you back in control. 

It’s about time your business finally starts working for you.

You deserve a business that thrives and gives you the life you envision: More cash flow, more stability, and a clearer path to your long-term goals.

Let’s make that happen.

Why We Want to Help

At ProfitArch™, we’ve seen so many business owners who are grinding harder than ever but still feel like they’re spinning their wheels. 

Maybe that sounds familiar. 

You’re pouring everything into your business, but you’re not seeing the results you expected. The stress keeps piling up while the financial rewards feel farther out of reach.

That’s why we created the Keystone Assessment. 

To help business owners like you break free from the financial traps that are holding you back. Whether it’s cash flow bottlenecks, unnecessary tax burdens, or inefficiencies eating away at your profits, our assessment reveals the blind spots that most entrepreneurs don’t even know they have. 

It’s the difference between hoping your business will succeed and knowing it’s on the right track.

Led by Eric Ness, a CFO and financial strategist with over 20 years of experience working with businesses, our team brings a hands-on approach to aligning your business and personal goals. 

We’ve helped businesses in all stages find opportunities they never knew existed, slash costs, and put strategies in place that drive long-term success.

We’re not just about advice around here, we’re about results. 

You deserve to know where your money is going, how to keep more of it, and how to make it work for you, not the other way around.

Let’s reduce the amount of guesswork in your business future and get you on a path to stability, growth, and real freedom.

Where You Are Now vs. Where You Want to Be

Right now, you might be wrestling with inconsistent cash flow. Or maybe you’re feeling uncertain about your business’s profitability. 

Whatever it is, not having a clear picture of your personal business health is the #1 thing that’s holding you back. 

You might be making money, but is your business truly working for you?  

The Keystone Assessment gets to the heart of these issues by providing a comprehensive, high-level evaluation of both your business and personal finances. 

We’re not going to simply look at the numbers, close the book, and tell you everything you’re doing wrong. We will identify actionable steps to improve cash flow, reduce taxes, and position your business to support your long-term goals. This isn’t about overwhelming you with data or giving you a laundry list of impossible changes. 

In one streamlined assessment, we identify 3-5 high-impact changes that will immediately get you moving in the right direction to living a life of meaning. Our goal is to help you find at least $15k in annual improvements.

The assessment pays for itself!

What You’ll Get with the Keystone Assessment

Every Keystone Assessment is tailored to your situation, but typical outcomes include:

  • A clear roadmap of how your financial life is structured and how that impacts your taxes and risk exposure.
  • A review of prior tax returns to identify missed opportunities or risks.
  • Strategic suggestions to strengthen operations and fire-proof your business.
  • A list of recommended actions, specific to the topics we cover during your session.

This isn’t a one-size-fits-all checklist—it’s a strategic conversation designed to move you forward.

A Strategic Snapshot of Your Business

The Keystone Assessment is a focused, high-level review that gives you clarity on where your business stands today and where you could go next.

All assessments will include:

  1. A review of your prior year tax return
  2. An analysis of your current entity structure


Based on your priorities, we may review topics such as:

  • Tax planning opportunities.
  • The proper entity structure to maximize tax savings.
  • Business Profitability & Cash Flow.
  • Operational and risk vulnerabilities.
  • Legacy goals like succession planning or retirement.
  • Other Topics: Critical Business Processes

You’ll walk away with:

  • A completed current entity map.
  • A tax return review.
  • A list of recommended action items (typically 2–5 areas discussed in our session).
  • Referrals to trusted experts for specific next steps.
  • One 90-minute strategy session and a 30-minute follow-up.

Every business is different—your Keystone Assessment is designed to focus on the areas that matter most to you.

Why Choose Keystone Assessment?

You’re running a business. You don’t have time to piece together a growth plan from spreadsheets and statements.

The Keystone Assessment cuts through the clutter. You’ll gain clarity, reveal key risks, and leave with a list of solid action that you can act on right away.

We’ll cover the most important 2–5 areas that apply to your business—and give you a roadmap to strengthen your foundation, improve resilience, and plan for what’s next.

Limited Availability

Our Keystone Assessment is an exclusive offering with limited availability. 

We take pride in providing personalized, one-on-one assessments, which is why we only accept a select number of business owners at a time. 

So, our first piece of advice is to not wait. Go ahead and book your assessment now and take the first step toward a stronger business future.

This Opportunity is for You If:

  • You’re ready to stop reacting and start strategically managing your business’s finances.
  • You are growth focused; wanting to improve cash flow, reduce taxes, and increase your bottom line.  
  • You need a business roadmap that ties your personal goals to your business success.
  • You believe in making continual incremental improvements.
  • You are actively involved in the day to day operation of your business. 

This Probably Isn’t for You If:

  • You’re looking for a one-size-fits-all solution without tailored advice.
  • You’re not ready to take immediate action on improving your business situation.
  • You’re looking for someone else to do the work for you. 
  • You aren’t serious in changing the trajectory of your business.

Common Questions

  • What does the Keystone Assessment cover? 
    • It’s a complete evaluation of both your personal and business finances, including tax strategies, cash flow improvement, and asset protection.
  • What’s the expected return on investment?
    • Our goal is to help you find at least $15k in annual improvements. If we can’t find enough savings to cover the cost of your assessment, we will give you back 110% of your cost.
  • How long does the process take?
    • The assessment itself is completed after 2 sessions; a 90-minute initial discussion and a 30-minute follow-up session. After the initial session, you’ll have a clear, actionable plan to implement immediately.
  • What is the purpose of a Keystone Assessment?
    • To help business owners understand what next steps are needed to move their business or personal financial health and preparation forward to ensure their financial circumstances support the life of meaning they’ve chosen.
  • What is included in a Keystone Assessment
  • Includes the following items: 
    • Initial meeting to discuss your situation and provide recommendations, one 90-minute session
    • A follow-up meeting to find out how you are doing, one 30-minute session after 3 months
    • Completed current entity map
    • Tax Return Review
    • List of action items based on the topics covered (typical 2-5 topics)
    • Referrals to experts to assist with specific actions
    • Recordings of each session, so you are able to review what was discussed.
  • How long is the Keystone Assessment?
    • First session is up to 90 minutes  The follow up session is up to 30 minutes.
  • Can this strategy help me if I’m self-employed or have a small business?
    • Yes! There are unique tax-saving opportunities and using business expenses to lower taxable income.
  • Will I receive anything after the Keystone Assessment?

    Every Keystone Assessment is tailored to your situation, but typical outcomes include:

    • A clear roadmap of how your business is structured and how that impacts your taxes and risk exposure.
    • Insight into how your cash flow and profitability trends support (or hinder) your business and personal goals.
    • A review of prior tax returns to identify missed opportunities or risks.
    • Strategic suggestions to strengthen operations and fire-proof your business.
    • A list of recommended actions, specific to the topics we cover during your session.

    This isn’t a one-size-fits-all checklist—it’s a strategic conversation designed to move you forward.

  • Can I send in questions before the assessment meeting?
    • Yes, you can send us questions before the meeting. In fact, we prefer you send us your questions before the meeting so we can maximize our time together during the session.
  • Can I send in questions for after the session to you? I don’t have any right now/can’t think of any at the moment.
    • Yes, you can send us follow-up questions until the follow up session. We understand that it may take some time to digest what you learned from us. For any questions related to your Keystone Assessment results, we’re happy to provide clarification within the first 3 weeks. If your question requires a more in-depth explanation than we can provide in 20 minutes, we’ll share what we can and invite you to schedule an on-demand meeting for an additional cost to go over the questions.

Stop waiting for the next financial crisis to blindside you. If you’re constantly putting out fires, you’re not driving your business forward…

You’re just surviving. 

The Keystone Assessment is your chance to break that cycle.

Don’t just patch the leaks and expect everything to be okay. You deserve better than that. 

Take control of your finances, enjoy opportunities you’ve only ever dreamed of, and position your business to thrive. 

Not just today, but for years to come. 

The price of anything is the amount of life you exchange for it. — Henry David Thoreau

Based on that standard, your business is priceless.

This is your moment to protect your future, seize the opportunities you’ve been missing, and finally get the clarity you need to get the most out of your business.

Let’s make your next move the right one.