Financial Clarity Scorecard

Answer 15 questions to uncover profit blind spots, cash flow risk, and the next best step for your business.
Built for startups and small businesses up to $20M plus in annual revenue.

15 questions • 10 to 15 minutes • Score 0 to 75
No uploads • No pressure
Click Get My Score to save your results and view your recommendation.

1. Do you know your exact monthly profit (after owner pay)?

0 = No / Not at all5 = Yes / Fully

2. Can you explain why profit changed last month (up or down)?

0 = No / Not at all5 = Yes / Fully

3. Are owner pay and business profit clearly separated?

0 = No / Not at all5 = Yes / Fully

4. Do you track profit margin by month or by service or product line?

0 = No / Not at all5 = Yes / Fully

5. Do you trust your financial numbers when making decisions?

0 = No / Not at all5 = Yes / Fully

6. Can you forecast cash at least 60 to 90 days ahead?

0 = No / Not at all5 = Yes / Fully

7. Have you been surprised by cash shortages in the last 6 months?

0 = No / Not at all5 = Yes / Fully

8. Do you know your monthly break even revenue?

0 = No / Not at all5 = Yes / Fully

9. Are cash decisions proactive or reactive?

0 = No / Not at all5 = Yes / Fully

10. Do you know which services or products are most profitable?

0 = No / Not at all5 = Yes / Fully

11. When was the last time you intentionally adjusted pricing?

0 = No / Not at all5 = Yes / Fully

12. Are margins improving, flat, or shrinking (measured monthly)?

0 = No / Not at all5 = Yes / Fully

13. Would you feel confident hiring someone tomorrow?

0 = No / Not at all5 = Yes / Fully

14. Could you confidently survive a 20% revenue dip?

0 = No / Not at all5 = Yes / Fully

15. Do you have a financial plan guiding decisions for the next 12 months?

0 = No / Not at all5 = Yes / Fully
Scoring: each question is 0 to 5 • Total 0 to 75
Please answer all 15 questions to get your score.
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