Audit and Review Readiness
Assess whether your trial balance, reconciliations, schedules, contracts, controls, and prepared-by-client package are ready for external accountants.
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For owners, founders, and finance leaders
Pricing and Gross Margin Review
Identify whether prices, product-level costs, and margins are known well enough to defend pricing decisions, and the information needed to fix margin leakage.
5 guided steps
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Official guidance links
Start the free checker
Your free guided checker
Answer a few quick questions below. It is private - nothing is submitted or stored - and takes about a minute.
Informational business diagnostic only; not accounting, audit, tax, legal, investment, lending, or valuation advice.
The questions this tool walks you through
Here is what the checker asks and why each step matters. Prefer to talk it through? Contact us and we will help directly.
Can you state the gross margin percentage of each main product or service line from your own records right now?
If margin is only known in total for the whole business, mix can mask money-losing lines that a blended number hides.
Use the interactive tool above to see how this applies to your situation.
Official guidance: SBA guidance for managing finances
Does that per-line cost fully load labor, materials, freight, and a share of overhead, rather than just the purchase or invoice cost?
A margin built on invoice cost alone overstates profit, because delivery, labor, and overhead are real costs of serving the sale.
Rebuild each line's cost on a fully loaded basis before you trust its margin.
Official guidance: SBA guidance for managing finances
Has the blended gross margin held flat or improved over the last twelve months, rather than drifting down?
A margin sliding a point or two a year while revenue grows usually means costs are passing through to price with a lag.
Raise prices to recover the cost inflation your margin has already absorbed.
Official guidance: SBA guidance for managing finances
Do discounts and price exceptions go out under a set approval rule, with someone owning the average realized price?
When any rep can discount to close a deal, small give-aways compound into a realized price well below the list you think you charge.
Reprice by segment and product to capture the margin your visibility reveals. Put discounting under an approval rule and manage to realized price.
Official guidance: SBA guidance for managing finances
Do more than a handful of distinct products, services, or customer types run through the business, with prices that vary between them?
The more lines and price points you carry, the more a single blended margin hides winners subsidizing losers you cannot see.
Build product-level margin visibility before you touch prices. Set a simple recurring margin check against a target you commit to.
Official guidance: SBA guidance for managing finances
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