Designed to help accelerate business growth.
Is your company’s valuation stuck in a plateau or not growing as quickly as you’d like? Let us run your business data through a professional review to deliver tailored insights and action steps for helping navigate healthy business growth.
Create an accountA no-cost, in-depth look at your business
Customers
See how your customer trends impact revenue
Revenue
Gain a different view into your diversification, growth, & more
Expenses
Uncover new opportunities to save money and potential risks
Profit
Understand your revenue, loss margins, and how to improve
Action steps
Discover meaningful next steps to improve decision-making about your business growth
What to expect
Your insights will be tailored to your business based on your industry, number of employees, and other factors. See some insight examples:
For illustration purposes only.
Customer trends
Look back at your lost customers for opportunities to win back business at a much lower acquisition cost.
Revenue and profit
View your margins to get an in-depth read on your revenue and profit compared to industry averages.
Cash flow
Keep an eye on your money coming in and money going out to maintain a healthy balance.
Revenue diversification
Understand the risks associated when your revenue is concentrated in a small number of customers or locations.
Get started today
Ready to gain a fresh perspective on your business? Take the first step by creating your free account. The rest is simple.
Connect your accounting software*
Once you create your account, simply log in and follow the steps on the home page to connect to your accounting software. The information you share with us is kept secure and confidential throughout the process.
What’s next
We run your business accounting data through our proprietary algorithms to deliver data-backed, personalized insights. If you have questions or want to pursue new ideas, our team will connect you with tools and resources.
* Supported software
Coming soon
Lean on our team.
Sometimes it can feel lonely being responsible for a growing business. Our team is here to answer questions, offer insights, and make connections. Schedule a free conversation today.