Financial Clarity Analysis

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Total number of transactions - past 12 months * This field is required.Count of all completed customer purchases or jobs, not quotes or leads.
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Total number of transactions - past 24 months * This field is required.Same as above, covering the prior two years.
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New clients acquired – past 12 months* This field is required.Customers who bought from you for the first time in the last year.
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Total unique clients served – past 12 months* This field is required.Each customer counted once, even if they purchased multiple times.
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How many locations do you have? * This field is required.Each customer counted once, even if they purchased multiple times.
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Not sure about any of the numbers above regarding activity & volume? Use this space to tell us what you’re unsure about or don’t currently track.
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Total revenue – past 12 months* This field is required.All income collected before expenses.
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Total revenue – past 24 months* This field is required.All income collected over the last two years.
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Total retail (non-service) revenue – past 12 months* This field is required.Revenue from products sold, not services or labor.
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Not sure about any of the numbers above regarding revenue? Use this space to tell us what you’re unsure about or don’t currently track.
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Total material costs - past 12 months* This field is required.Direct costs of goods or materials used to deliver your service or product.
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Total labor costs - past 12 months* This field is required.Wages, payroll taxes, benefits, and contractor payments related to delivery.
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Total marketing spend* This field is required.Advertising, promotions, agencies, software, and lead-generation costs.
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Not sure about any of the numbers above regarding costs? Use this space to tell us what you’re unsure about or don’t currently track.
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Current number of employees* This field is required.Full-time and part-time team members, excluding owners.
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Name* This field is required.
First Name
Last Name
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Email* This field is required.
example@example.com
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By checking this box, I consent to receive emails related to my CFO Profit Analysis, including delivery of my results and follow-up insights.* This field is required.
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