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.
Check Your Cash Runway
5 minutesOpen 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.
Find Your Trapped Cash
15 minutesPull 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.
Know Your Real Margins
20 minutesList 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.
Price One Job Correctly
10 minutesTake 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.
Ask the AI One Question
2 minutesGo 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.
Done all five? Take the full diagnostic for a complete picture.
Take the Health Diagnostic