Launching Monday — Founding members lock in $149/mo for life. Learn more

5 Quick Wins This Week

Five things you can do RIGHT NOW to improve your financial clarity. Total time: under an hour. Each one links to a free tool.

1

Check Your Cash Runway

5 minutes

Open 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.

Impact: Know exactly how long you can survive a revenue drop.Cash Flow Forecaster
2

Find Your Trapped Cash

15 minutes

Pull 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.

Impact: Most businesses recover $10K-$50K in a single collections push.AR Aging Tracker
3

Know Your Real Margins

20 minutes

List 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.

Impact: Find the service line that's secretly losing money.Margin Analyzer
4

Price One Job Correctly

10 minutes

Take 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.

Impact: Fixing margin vs. markup confusion saves 10-15% per job.Pricing Calculator
5

Ask the AI One Question

2 minutes

Go 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.

Impact: Get the advice you'd normally need a $5K/mo consultant for.AI CFO Advisor

Done all five? Take the full diagnostic for a complete picture.

Take the Health Diagnostic