Is Your Business Financially Healthy?
Find Out in 15 Minutes
Discover the 5 critical areas where 90% of small businesses lose time and money – and get the exact steps to fix them.
Most business owners think they know their financial health, but a professional assessment reveals hidden inefficiencies costing thousands every year. This comprehensive 100-point checklist evaluates your business across 5 critical areas and provides a clear roadmap to fix the biggest problems first.
What's Inside Your Financial Health Checklist
Comprehensive 100-Point Assessment
5 critical sections covering every aspect of your business systems
Industry-specific evaluations for construction, legal, and real estate
Professional scoring system with detailed interpretation
Complete assessment in 15-20 minutes
Immediate Quick Wins
Step-by-step implementations you can do this week
Time-saving automation setup guides (save 30+ minutes weekly)
Priority action plan based on your specific score
Start seeing results immediately
Professional Resources
Recommended tools by business type and budget
90-day implementation timeline
When to DIY vs. hire professional help guide
$500+ value, completely free
Stop Guessing About Your Business Health
The Problems
❌ Spending hours every week on manual data entry and reconciliation
❌ Making decisions based on outdated or incomplete financial information
❌ Paying for multiple software systems that don't communicate
❌ Wondering if you're actually making money on specific projects/clients
❌ Dreading month-end because your books are always behind
❌ Missing tax deductions and optimization opportunities
The Solutions
✅ Score your business across 5 critical areas (out of 100 points)
✅ Get a personalized action plan based on your specific weaknesses
✅ Discover which quick wins will save you hours this week
✅ Learn exactly which systems and integrations you need
✅ Understand your true profitability by project, client, or property
✅ Build systems that work for your industry and business size
"The scoring system helped us prioritize exactly what to fix first. The QuickBooks automation alone saved us $3,000 in bookkeeping costs this year."
Law Firm Managing Partner
"This 100-point assessment revealed three major inefficiencies in our construction business that were costing us $1,200 monthly. We implemented the quick wins and saved 8 hours per week immediately."
Construction Company Owner
"Finally, a comprehensive assessment that understands both the financial and technical sides. Our property management is now completely automated, and we have real-time visibility into every investment."
Real Estate Investor
About Jared Cox
Jared Cox is an accountant with over 7 years of experience helping small businesses optimize their financial and operational systems. He's worked with construction companies, law firms, and real estate investors to integrate accounting expertise with smart technology solutions.
Through his company Ledger & Code, Jared has helped hundreds of businesses eliminate manual processes, improve profitability, and build systems that actually work together.
Credentials:
Bachelor of Science in Business Administration, Accounting
7+ years progressive accounting experience
Specialized in construction, legal, and real estate industries
QuickBooks ProAdvisor and expert in software integrations
Get Your Free Financial Health Checklist Now!
Join hundreds of business owners who have used this professional assessment to identify and fix costly system inefficiencies.
This comprehensive 100-point assessment is currently free, but we may move it to our paid resource library soon. Download now to secure your copy and start improving your business systems immediately.
