• Business Money Health Check

    Find out if you’re overpaying taxes or leaving money on the table. Get instant results + 3 quick tips
  • Do you have a separate business bank account linked to bookkeeping?*
  • Are your books reconciled monthly?*
  • Do you set aside 25–30% of income for taxes or pay quarterly?*
  • Are you tracking all deductions (mileage, home office, phone, internet) with receipts?*
  • Have you chosen the best entity for taxes (LLC vs S-Corp)?*
  • Do you have a profit plan (Owner Pay %, Profit %, Tax %, Opex %)?*
  • Are invoices automated with payment links and late fees?*
  • Do you use bookkeeping software with bank rules?*
  • Are contractor W-9s and payroll set up correctly?*
  • Do you have 1–2 months of expenses saved as a cash runway?*
  • Should be Empty: