Use these to see where you stand. Free, and takes under 5 minutes.
Both are free, instant, and require no financial data. Use the results yourself or bring them to a discovery call.
12 questions covering your cash position, forward visibility, and pressure points. You get an instant RAG rating, a score breakdown, and specific recommended actions for your situation.
Take the AssessmentBefore you hire, bid, invest, or commit: 12 questions across 6 decision areas to test whether the financial foundations are solid. Instant score with a clear read on what you know, what you don't, and what to check before you proceed.
Take the ScoreA one-off, fixed-fee build for businesses that want forward cash visibility before committing to a retainer. You get a rolling 13-week forecast built from your live accounting data, your 3 biggest cash pressure points identified and dated, and a 60-minute walkthrough call. The model is yours to keep.
Needs access to your accounting software (Xero, Sage, or QuickBooks) and about 45 minutes of your time. Delivered within 2 weeks. Credited in full against any retainer started within 30 days.
Book a call →Most owners find the cash flow picture is different from what they expected. The assessment takes 5 minutes and gives you a clear starting point.
Take the Cash Flow Assessment