Free · United States · Under 3 minutes
Financial clarity for growing businesses.
In partnership with Visari Financial
Nine questions, then a score and a report written for this company, not a template. For U.S. owners at $500k-$10M who have outgrown bookkeeping.
Cash tighter than the P&L. A close you would not take into a meeting. No clean answer to whether you can afford the next hire. The report names which of those is actually the problem, in order.
Answers stay on this device until you ask for a consult. The report is complete even if you never talk to anyone.
Sample excerpt · $1-3M construction
Northline Construction has outgrown the way finance is currently run.
Gap · Cash visibility
Cash is tighter than the P&L, and that is information
This is one of the most common (and most solvable) gaps in growing companies in construction and trades. Profit on paper and cash in the account diverge because of timing: receivables, deposits, inventory, owner draws, tax estimates, job costs that hit before the invoice. Until there is a 13-week view (or a close cousin), every growth decision feels like a coin flip.
What you leave with
Five signals. One score. Next steps you can take.
The report is useful on its own. A consult with Visari is optional, and only if you ask.
Books quality
Whether the close is real, or a tax-season reconstruction.
Cash visibility
Today’s position, and whether you can see 30 to 90 days out.
Forecasting
A living plan, or an annual binder nobody opens.
Systems
One source of truth, or exports, inboxes, and side sheets.
Profitability
Which work actually pays, not just how busy the company is.
How it works
Three minutes. Then you decide.
01
Answer nine questions
Books, cash, reporting, forecast, systems, profit. Industry and state if you want. Honest answers beat polished ones.
02
Get a Clarity Score
A 1-100 snapshot and a report written in the company’s language, not a generic checklist.
03
Decide what happens next
Use the report on Monday. Or ask Visari to follow up and install the function it names. One form. No second site.
Who this is for
Owners whose companies have grown past basic bookkeeping.
Construction, professional services, healthcare practices, multi-location operators. Real payroll. Real complexity. Not a sitting finance team, and not a startup hunting a dashboard.
The owner
Decisions got bigger. The financial side did not. You can feel the lag even if you cannot name it.
The builder
A hire, a location, a line of work, and you need to know if cash and margin can carry it.
The operator
You want a close you trust and a picture that does not arrive after the meeting.
Attorneys, bankers, brokers
Send it when a client asks about cash. You keep your engagement. They get a finance read you should not have to improvise.
In partnership with Visari
This tool names the gap. Visari does the work it names.
Visari Financial is a fractional finance partner for owners who have outgrown bookkeeping. They run the close, the cash view, the systems, and sit in the decisions. You can take the diagnostic without talking to them. If you want the function installed, they follow up.
The close
Full-stack accounting and a monthly package you can use in the room, not a tax folder in March.
Cash
A real position today and a 13-week view, so a hire or a draw is a decision instead of a guess.
Systems
One source of truth. The picture stops being rebuilt from inboxes every month.
The seat at the table
Someone who can answer “can we afford this?” before you commit, not a year-end recap.
Is this a sales trap?
The report is complete without talking to anyone. A consult is optional, and only if you ask.
Who sees my answers?
You. If you request a consult, Visari sees your contact details and the questions you answered.
Can my attorney, banker, or broker send this?
Yes. They keep their engagement. You get a finance read they should not have to improvise.
Do I have to switch accountants to use it?
No. Take the diagnostic either way. Installing a finance function is a later decision.
Is your finance function keeping up?
Three minutes. A score. A report you can take to Monday.