Diagnostics

Every free diagnostic, grouped by what's going on

Pick the question that sounds like your situation. Each one is a short, plain-language interview that tells you what kind of help you actually need -- and what you don't need yet.

Free. No signup before you start.

Get your books in shape

3 diagnostics

Cleanup, compliance, system health.

Are My Books a Mess? Start ->
Is My QuickBooks System a Mess? Start ->
Do I Have a Payroll Compliance Problem? Start ->

Cash and profitability

2 diagnostics

Where the money is actually going.

Why Am I Profitable But Out of Cash? Start ->
Am I Making Money on Each Job? Start ->

Loan or sale on the horizon

2 diagnostics

Readiness before the lender or buyer looks.

Are My Books Ready for a Business Loan? Start ->
Are My Books Ready to Sell the Business? Start ->

Who to hire (and when)

3 diagnostics

The role question -- not the rolodex.

Who Should Help With My Books? Start ->
My Bookkeeper Left. What Now? Start ->
Where Should I Start With My Numbers? Start ->