Free Tools
Two quick checks for your business
See where your books stand and how long your cash would last. Each one takes about two minutes. Nothing you enter is saved or sent anywhere.
Built for Staten Island business owners.
Tool 1
The Books Checkup
Ten quick questions about your bookkeeping. You'll get a simple report card and three next steps that fit your answers.
How healthy are your books?
Answer honestly. There are no wrong answers, and "Not sure" is a perfectly good one. Most owners are somewhere in the middle.
- 10 questions, one at a time
- About two minutes
- Private: nothing leaves your browser
Question 1 of 10
Your report card
What you're doing well
Your next 3 steps
See all your answers
Want a second set of eyes? Book a free 20-minute call. No pressure, no obligation.
Book a free 20-minute call (opens in a new tab)You'll speak with the accountant who would handle your books: CMA · EA · CTP · CSCA · MBA
For general information only. This is not accounting, tax or legal advice.
Your report card is based only on the answers you give here. It is not a review, audit or opinion on your actual books or tax filings, and it doesn't create a client relationship. Every business is different, so talk with a qualified professional before making financial, tax or legal decisions. See our Privacy & Terms.
Tool 2
The Runway Check
Three numbers show how many months your cash would last if nothing changed. Rough averages are fine.
Your runway
Fill in the three numbers and your results show up here right away.
A practical tip:
Slide to see how a small change could stretch your cash.
Want a second set of eyes? Book a free 20-minute call. No pressure, no obligation.
Book a free 20-minute call (opens in a new tab)You'll speak with the accountant who would handle your books: CMA · EA · CTP · CSCA · MBA
For general information only. This is not accounting, tax or legal advice.
Results are simple estimates based only on the numbers you enter. They assume your monthly amounts stay the same and leave out taxes, loan terms, seasonal changes and one-time costs. The what-if slider is for illustration only. Results are not a forecast or a guarantee, and using this tool doesn't create a client relationship. Talk with a qualified professional before making financial decisions. See our Privacy & Terms.
Good to know
Questions owners ask
Is anything I type saved or sent?
No. Both tools run entirely in your web browser. Your answers and numbers never leave your device, and they're gone as soon as you close or refresh the page. Nothing is stored, and this page sets no cookies.
Who are these tools for?
Small business owners in Staten Island, Brooklyn and across New York City who want a quick, honest look at their books and cash. You don't need QuickBooks to use them, although a few tips mention it.
How accurate are the results?
They're a friendly starting point, not a verdict. Results are based only on what you enter, and real businesses have seasons, taxes and one-time costs a quick check can't see. For decisions, talk with a qualified professional.
What happens on the free 20-minute call?
You talk with the accountant who would handle your books (CMA, EA, CTP, CSCA, MBA) about where things stand and what would help most. There's no pressure and no obligation. The call is informational and doesn't create a client relationship. Any work begins only after we agree on scope and fees in writing.
Already a client? A short Google review helps other local owners find honest bookkeeping help.
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