Quick, expert-built diagnostics that show you exactly where your business stands on cash flow, finance, and operations — with personalized recommendations the moment you finish.
Each Cash Flow Optimizer quiz is built by experienced CFOs and operators. No fluff, no email wall — just an honest score and a short list of the highest-impact moves you can make this quarter.
Discover how predictable, resilient, and well-managed your cash flow really is. Get a 0–100 score plus a short action plan tailored to your result.
See exactly how much profit your business is losing across pricing, accounts receivable, and customer mix — plus a 90-day plan to plug the biggest leak first.
Free 2-minute Hire Affordability Modeler returns a clear GO, CAUTION, or WAIT verdict on your next hire — backed by a real 12-month cash projection.
Free 5-question benchmark tells you whether you're underpaying or overpaying yourself — see where your pay lands against owners with your industry, revenue, and tenure.
Are you ready to hire a CFO — full-time, fractional, or not yet? Get a clear, unbiased recommendation in minutes.
See exactly what a 5%, 10%, or 15% price increase would do to your profit — and how many customers you could lose before it stops being worth it.
Step 01
Each quiz takes 3–5 minutes and uses plain-English questions designed by CFOs — no jargon, no spreadsheets required.
Step 02
Get a 0–100 score, a tier (At Risk, Stable, Strong, Optimized), and a benchmark against typical SMBs the moment you finish.
Step 03
Review your top three recommendations and explore the right tool, playbook, or advisor to act on them.
Book a free 20-minute discovery call and we’ll walk through your quiz results together.
Yes. Every Cash Flow Optimizer quiz is free, takes under five minutes, and returns an instant score with personalized recommendations.
A Cash Flow Score is a quick diagnostic of how predictable, resilient, and well-managed your business cash flow is. It looks at runway, forecasting cadence, receivables discipline, and reserves to produce a single 0–100 score.
No. Results are shown instantly on the page. You can optionally enter your email to receive a personalized PDF action plan.
Small and mid-sized business owners, founders, operators, and finance leaders who want a fast, honest read on where their business stands.