Real tools I use with clients — no fluff, no sign-up wall. Run the numbers, track your goals, and if it helps, book a call to go deeper.
A 3-minute, 15-question check across profit, cash flow, pricing, team, and your freedom as the owner. Get a score, see your weakest area, and know exactly where to focus first.
Take the check →Pick your industry — professional-services firm, medical practice, or home-service shop — and get a fast, benchmarked read on the five signals that decide whether it thrives or just stays busy.
See the scorecards →Set a SMART goal, break it into objectives and key results, and track KPIs over time with a live trend chart. Everything saves right in your browser — private to you. Built on the SMART, OKR, and KPI frameworks.
Open the dashboard →Thinking about raising prices? See exactly how much sales volume you can afford to lose and still come out ahead — plus the new price you'd need to hit a target profit. The math that dissolves the fear.
Open the calculator →A conservative estimate of the revenue you're likely leaving unclaimed each year — across pricing, lost clients, unused capacity, and add-ons never offered. See your number in a couple of minutes.
Run the estimate →Three fast answers every owner should know cold: a Profit First allocator, your true owner's hourly rate, and your cash runway. No signup, instant results.
Open the calculators →More tools are on the way — profit-margin analyzer, time-leak audit, and an ideal-client worksheet.
A practical guide in plain English: what each one is, how the three fit together, a 5-step process to build them, and two worked examples — a service business and a nonprofit. Enter your email and it downloads right away, and lands in your inbox too.
Run your numbers, then let's talk through what they mean for your business. Book a free 45-minute call.
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