Tool 100 · Any business
Business health check.
Ten yes-or-no questions about the basics. Your score, and a link to fix each gap. Saved in this browser.
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Answer the questions below.
- Business money is in its own accounts.Separation checklist →
- We have at least three months of expenses in reserve.Cash reserve calculator →
- We set aside money for taxes from every payment.Tax set-aside planner →
- Every client has a written agreement or scope.Writing a scope clients approve →
- Our insurance policies are current and fit the work.Important documents inventory →
- Our records are backed up somewhere other than one device.Continuity checklist →
- Invoices go out within two days of finishing the work.Invoice builder →
- We know our profit margin on our main service.Job profit calculator →
- Renewals and filings are on a calendar.Important documents inventory →
- Someone could keep things running if I were out two weeks.Continuity checklist →
General information. A no is not a failure; it is the next thing to fix.
Start an engagement
Let's put it in writing.
Tell us what you need handled. Within one business day you will have a reply, and before any work begins, a written scope and fee.