Money Audit

This form needs you to be signed in to Claude on the account the invitation went to, so your answers save privately to you. If you are signed in and still see this, email Christine and she will send your intake another way.

Section A

Where your assessment goes

Your full name*

Business name*

Email for your assessment*Use the address you actually read. This is where your page is sent.

Website

Section B

The business

What does your business sell, and who buys it?*Two or three sentences is plenty.

Years in business*

Revenue, last twelve months*

Who is on your team, and how is each person paid?*Count and payment type for each: W2, 1099, agency, barter, unpaid.

What do you pay yourself, and how?*Salary, owner draws, or whatever is left at the end of the month. Say which, and roughly how much over the last twelve months.

Section C

The money

There are no wrong answers in this section. What you do not know changes how I write your page, and it is useful on its own.

Do you know your net profit for the last twelve months?*

Cash on hand across all business accounts, today*

If revenue stopped today, how long could you keep operating?*

Roughly how much, in total?

Who keeps your books, and in what software?*Name the person or firm and the platform. "Me, in a spreadsheet" is a real answer.

When were your books last reconciled?*

Section D

What the statements will not tell me

This is the part no profit and loss can show me, and it is where most of the real finding comes from.

What is the biggest money decision in front of you in the next six months?*Hiring, raising prices, a build, a space, letting something go.

What is working that you would not change?*

What do you avoid looking at?*Answer this one honestly and your page gets twice as useful.

Is there anything in these statements I will misread without you telling me first?*A pass-through billing, a one-off, a reimbursement sitting in revenue, a personal expense run through the business. Say it here and I will read it correctly.

Step two

Send your statements

Three documents, covering the last twelve months. Export as PDF rather than screenshots. Name each file with your last name.

Profit and lossLast twelve months, monthly columns if your software offers them.

Balance sheetAs of your most recently closed month.

Statement of cash flowsIf you have one. Most businesses this size do not, which is normal. Send your last three months of bank statements instead and I will build the cash picture from those.

Payroll summary, last twelve monthsWages by person or role. This is what separates your pay from your team's, which is where most of the finding lives.

Upload your documents

In QuickBooks Online: Reports, then Profit and Loss. Set the range to the last twelve months and display columns by Month. Same path for Balance Sheet and Statement of Cash Flows. In Xero: Accounting, then Reports.

Your answers save as you go. Submit once the required questions are answered and your documents are uploaded.

Your intake is in

Your assessment comes back within one week of your documents landing. It goes to the email you gave in Section A, from Christine directly, and nowhere else.

If you have not uploaded your statements yet, that link is still above and your assessment starts when they arrive.