Most business owners don’t actually know where their cash is going

Take this 3-minute financial assessment to see exactly what to fix next.

Find where your cash is leaking

Understand why your profit doesn’t always match your bank account — and what to look at first

Know exactly what to fix first

Start the assessment below!

What best describes your business today?

I run the business mostly myself

I have a small team (1-5 employees)

I have 6 to 15 employees

I have a management team and multiple departments and/or over 15 employees

What is your approximate annual revenue?

Under $500K

$500K – $1M

$1M – $3M

$3M – $10M

Do you currently know your monthly profit before looking at your bank balance?

Yes — we track it monthly

Somewhat — but it takes work to figure out

No — I mostly look at the bank account

Yes- I use QuickBooks or similar software but don't trust the numbers

How would you describe your current financial situation?

I don't really track numbers closely

I have numbers but don't trust them

I understand my numbers, but cash is tight

I'm growing but things feel messy

I have a team but want more control/visibility

What are you looking for right now?

a simple tool I can use myself

A structured system to follow

A combination of a system and some live guidance

Expert guidance on my specific situation

How are you currently managing your finances?

I mostly check my bank account

I use QuickBooks but don't review regularly

I review reports monthly

I have someone handling accounting

I have structured reporting/KPIs

Full Name *

First and Last Name

Title *

Title

Email *

Best Email Contact

Organization *

Website *

Industry *

Description of your organization's industry

Your Financial Control Score is almost ready!

If you could fix one financial issue in your business immediately, what would it be? *

Cash is tighter than expected

Profit doesn't match what I expected

Growth is happening but feels unstructured

Preparing for hiring/expansion

Just want better control/planning

I think I just want to sell, but do not know what is the first step in this process or where to start