Financial analysis
Send your P&L, balance sheet and A/R aging — straight out of QuickBooks or a spreadsheet. You get a written analysis of five things: cash and runway, margin, working capital, cost structure, and what to fix first.
P&L, balance sheet, A/R aging — PDF, CSV or XLSX. Up to 20 MB.
In QuickBooks go to Reports, set the date range to your current fiscal year, and export each of these to Excel: Profit and Loss, Balance Sheet, and A/R Aging Summary. Other accounting software has the same three under different names — send what you have and we'll ask if something's missing.
Cash and runway, margin trend, working capital, cost structure, and what to fix first — each with the money at stake.
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