Financial Health Check
Ten questions, about three minutes. A straight red / yellow / green read on the ten make-or-break checks that decide whether your business survives and scales, with plain rules of thumb and a plan to close the gaps. No spreadsheets needed.
Take the free checkClarity in three minutes
No login to start, no spreadsheets, no jargon. Just a straight read and a plan.
Answer plain questions
Ten quick, plain-language questions about your business. Answer from what you know.
Get a straight read
A red / yellow / green scorecard, plain rules of thumb for each number, and the one thing to fix first.
Work the plan
A clear action plan you can start today, saved to your private space so you can track it over time.
Start here, on us
Quick, honest checks any owner can use. No login, no cost. More arriving through 2026.
Financial Health Check
Your 10-point stoplight read with plain rules of thumb. The best place to start.
Take it freeBreakeven Finder
Find the revenue line you must clear every month, then price to beat it.
Take it freeCash Conversion Cycle
See how long your cash is tied up between paying out and getting paid.
Coming soonBusiness Snapshot
A quick read on your model, your goals, and the gaps between them.
Coming soonWhere the free check points you next
The connected, deeper tools live in PM Pro Membership, plus live office hours and the full Profit Mastery system. Here's what you get. Some are rolling out to members through 2026.
The PM Scorecard
Your live financial scorecard, connected to your books, tracked month over month.
13-Week Cash Forecast
The signature PM tool: spot tight weeks before they become a crisis.
Benchmarks
See how your numbers compare to other owners like you, live and personalized.
Lending & DSCR Readiness
Know whether your cash flow can comfortably carry new debt before you ask.
Full history & office hours
Every check saved over time, plus live sessions to work through them with us.
One money move, every Thursday
Join 22,000+ subscribers getting one useful, plain-English move to put more cash in their business. Free, and worth the open.
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