The Business
Financial X-Ray

Answer a few questions about your business and get an instant diagnostic report showing exactly where you're bleeding money — and how you compare to similar businesses.

📋 Before You Start:

Pull up your most recent Profit & Loss report (or bank statement) so you can reference real numbers. The more accurate your inputs, the more useful your X-Ray results will be.

First Name *

State *

Age

Business Entity Type *

What industry is your business in? *

Number of Employees (including yourself) *

Annual Gross Revenue *

Annual Net Profit (after expenses, before taxes)

How do you currently pay yourself? *

Owner's Draw

W-2 Salary

Mix of Both

Not Sure

Annual Owner Compensation (total you take out)

Who handles your bookkeeping?

I do it myself

Bookkeeper

CPA / Firm

Nobody

How often do you review your P&L?

Weekly

Monthly

Quarterly

Tax Time Only

Never

Enter your approximate annual spending in each category. Don't worry about being exact — ballpark numbers work.

Do you have any retirement accounts?

Yes

Not Sure

Approximate total retirement savings

What age do you want to retire?

What's your biggest financial frustration right now?

This tool provides general educational estimates only and does not constitute financial, tax, or investment advice.

The BusinessFinancial X-Ray

The Business
Financial X-Ray