What’s Included
A quick, step-by-step review to evaluate your core business tools
A clear rating for each area so you know where you’re strong and where you need improvement
Action-focused tips you can use immediately to strengthen weak points
Guidance from a CPA with over 25 years of business and accounting experience
Who It’s For
Small business owners and entrepreneurs
Freelancers and service providers who want more efficient systems
Anyone looking for a quick, clear way to spot gaps before they become costly problems
Why It Works
This tool blends CFO-level expertise with a fast, no-fluff self-audit process. You’ll get instant clarity, a clear starting point for improvement, and the confidence to move forward knowing exactly what’s working and what needs attention.