1. Profit looks fine on paper, but cash still feels tight.
2. Unexpected expenses or dips in cash still catch you off guard.
3. You can't see your cash position 60-90 days out.
4. You're unsure if you can afford to hire or expand.
5. Major decisions are based on gut feel, not financial data.
6. You lack financial guardrails or scenarios to guide choices.
7. Your bookkeeper/CPA is solid but not strategic.
8. You only get backward-looking reports (no forward insights).
9. You feel like you're the only one connecting financial dots.
10. You don't have a cash flow forecast or revenue model.
11. You're unclear which services/products drive the most profit.
12. You don't know your break-even point or financial runway.
13. You're planning (or even just considering) a raise, exit, or acquisition.
14. You want to scale, but don't know when or how.
15. You need a second set of eyes on risk versus opportunity.
16. Where does your annual revenue typically fall? (select one)
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