Understand Your Business Finances in 15 Minutes
A simple financial diagnostic for founders and small business owners
The Financial Clarity Scorecard is a structured financial diagnostic designed to help you understand where your business stands today and where attention may be needed next.
Built for startup founders and small business owners who want clarity before making big decisions.
Serving Plano, Allen, Frisco, McKinney, and North Dallas businesses with up to $20M in annual revenue.
Built by a finance leader with real world experience helping owners improve cash flow, margins, and decision making.
What You Will Learn in 15 Minutes
Whether reported profit reflects real financial health
Where cash flow risk may exist beneath the surface
If pricing and margins are supporting sustainable growth
How prepared the business is to hire, expand, or stabilize
The most appropriate next area of financial focus
What Happens After You Finish
You receive your score and a clear snapshot of key financial risk areas
You see a straightforward next-step recommendation based on your results
You’ll receive a downloadable Financial Clarity Starter Dashboard to help organize your numbers and apply what you learned.
If additional support is helpful, you have the option to schedule a consultation
There is no pressure or obligation to proceed
Bonus Included at No Cost
After you submit the Financial Clarity Scorecard, you’ll receive a Financial Clarity Starter Dashboard, a practical Excel-based tool you can use immediately to organize key numbers, identify gaps, and begin improving financial visibility.
This dashboard is provided free of charge as part of the scorecard experience.
Delivered instantly on your results page
Structured Excel dashboard with guided input fields
Designed for real-world decision making, not accounting theory
Yours to keep and use — no obligation
Key calculations are safeguarded so you can focus on inputs and decisions.
Your information is private. Results are reviewed personally. No sales pressure.