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Quick wins · 5

Things that pay for themselves before lunch.

Each of these gives you a usable answer in minutes, not a project. Sorted the way you should do them.

5 of 5

1. Check Your Cash RunwayOpen your bank accounts. Add up every balance. Divide by your average monthly expenses. That number is your runway in months. If it's under 3, you need to act now. Know exactly how long you can survive a revenue drop.5 minutesCash Flow Forecaster2. Find Your Trapped CashPull up your AR aging. How much is over 30 days? Over 60? That money is YOURS — it's sitting in someone else's bank account. Pick up the phone and call the top 3. Most businesses recover $10K-$50K in a single collections push.15 minutesAR Aging Tracker3. Know Your Real MarginsList your top 3 services or product lines. For each: revenue minus direct costs = gross profit. Divide by revenue = margin %. If any are under 25%, you're either underpricing or overspending. Find the service line that's secretly losing money.20 minutesMargin Analyzer4. Price One Job CorrectlyTake your next quote. Enter the real costs. Set your target margin (not markup — margin). See the right price. If it's higher than what you were going to charge, you just found money. Fixing margin vs. markup confusion saves 10-15% per job.10 minutesPricing Calculator5. Ask the AI One QuestionGo to the AI Advisor and ask the financial question you've been wondering about. "Can I afford to hire?" "Should I raise prices?" "Is my cash flow healthy?" You'll get a specific answer in plain English. Get the advice you'd normally need a $5K/mo consultant for.2 minutesAI CFO Advisor
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