You know something's off with your numbers. You just can't pinpoint what.

The Owner's Financial Scorecard is a free 5-minute assessment that shows you exactly where your financial operations are strong, where the gaps are, and what to do about it.

15 questions​ · 5 minutes · Instant results 

In 5 minutes, you'll know:

  • Whether your cash flow is a system or a guessing game — and what a 90-day forecast would change
  • If your financial reports are built for tax time or for running your business — most owners don't realize there's a difference
  • Which parts of your business are actually profitable — not just revenue, but real margins by service or client
  • How much of your accounting still runs on manual work and workarounds — and where automation would pay for itself
  • Whether you're making your biggest financial decisions alone — and what changes when you're not

How it works

1

Answer 15 questions

No prep needed. Just answer honestly about how your business handles cash, reporting, planning, systems, and advisory today. There are no wrong answers — only honest ones.

2

Get your score instantly

See your overall financial operations score, a breakdown across five categories, and where you compare to businesses your size. Your strengths and biggest opportunities — identified in under a minute.

3

Get a personalized action plan

Download your full Scorecard report with section-by-section insights, specific next steps, and one clear recommendation for where to start. Plus, if you want to go deeper on any area, you can.

Built for business owners who:

  • Run a company doing $1M–$25M in revenue and make the financial decisions
  • Have a CPA for taxes but no one helping them use financials to run the business
  • Suspect their financial operations haven't kept up with their growth
  • Want clarity, not a sales pitch
Not for: Startups pre-revenue, enterprises with a full finance team, or anyone looking for tax advice. This is about financial operations — how you manage, plan, and make decisions with your numbers.

Built by a finance partner who's worked inside businesses like yours — not from the outside looking in. The Scorecard is based on the same diagnostic framework we use with clients to identify where financial operations create the most drag and where small changes unlock the most value.

Ready for Financial Clarity?

Take your business to the
next level

Answer 15 questions and we’ll send you a personalized report with feedback tailored to your specific needs. It's quick and free.

Free · No obligation · Your results are yours​