Know yournumber.

Thirty taps. A score out of 100. The first two things a CFO would fix — with a dollar range on each. Free, eight minutes.

Start the assessment
No login. No card. Results on screen and by email.
Tax · 2 of 4
Do you pay quarterly estimated taxes?
No — what are those?
Sometimes
Yes, based on last year
Yes, from this year's numbers
Tax unlocked
0 / 20
Strategy, or just filing?
Your Snapshot
Flying blind
You're already doing this right
Business and personal money are separated.
See what a CFO fixes
Past
Over the last 3 years you've likely left
$25k–$67k
Your entity may be costing you SE tax
$4,000–$9,000 / yr
+3 more on your call
Your strategy call
3 insights are waiting for you, Raj.
25 minutes. Every locked item, with numbers. No cost.
Tue 9:00
Tue 2:30
Wed 10:00
Wed 4:00
Thu 11:30
Fri 9:30
Book

Eightminutes.

One question per screen, written the way owners talk. Every answer is worth points. You watch each pillar unlock as you go.

Fivepillars.

Books, tax, cash, payroll, strategy. Twenty points each. The score is a mirror — not how you'd like it to run, how it runs.

Books unlocked
5 / 20

Say byeto surprises.

What your current setup has likely cost you — in plain English, with a range on each.

Quick win · Tax
Your entity may be costing you self-employment tax
$4,000–$9,000 / yr
Quick win · Payroll
A tax-advantaged tool you're not using
$3,000–$8,000 / yr deferred
Past · 3 years
Left on the table
$25,650–$66,900
Locked · on your call
You may have pricing money on the table
The one we hold back. Usually the biggest.

Fivepillars.

BooksDo you know your numbers?
TaxStrategy, or just filing?
CashCan you see what's coming?
PayrollPaying yourself and your team right.
StrategyIs anyone steering?

Built forowners.

Trucking, trades, restaurants, clinics, e-commerce — businesses between $250k and $10M where the owner is still the CFO.

Sample — replace with real client quotes

"I took it on my phone in a parking lot. Ten minutes later I knew exactly why April kept surprising me."

Owner, trucking company$800k revenue · Tier 1
Sample — replace with real client quotes

"The locked items were the whole reason I booked. They turned out to be the biggest number on the page."

Owner, HVAC$1.4M revenue · Tier 2
Sample — replace with real client quotes

"My CPA never once mentioned the entity thing. First call, it was the first thing they showed me."

Owner, clinic$2.1M revenue · Tier 2

What's yournumber?

Eight minutes from now, you'll know.

Start the assessment