Please complete the FUNDING READINESS SCORECARD FORM to get your score.
How It Works
- Answer 5 Quick Questions — takes less than 2 minutes.
- Get Your Funding Readiness Score — know immediately where your books stand.
- Book a 15-Minute Call — get a professional review and an action plan to make your financials fund-ready.
Who This Is For
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Small business owners ready to get funding without surprises
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Entrepreneurs who want clean, accurate, lender-ready books
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Anyone who’s serious about taking action now instead of waiting
Use this quick scorecard to see where you stand. There are 5 sections. Check All that apply.
Please make your selections. Once completed, you’ll receive a score. Use the grading grid to the left.
NOTE: We do not SPAM. Opt out at anytime.
Better Business Bureau Member since 1996
Score Interpretation
18–20: 🌟 Lender-Ready!
You’re in excellent shape. (Still need help maintaining? I can do that for you.)
12–17: ⚠️ Almost There
You need cleanup or reconciliation to qualify confidently.
11 or under: 🚧 High Risk — but fixable
Your books need cleanup, categorization, and reconciliation ASAP.
Did you score lower than 20? Do you want to:
✔ Qualify for funding
✔ Know where your money goes
✔ Stop guessing and start strategizing
✔ Feel confident about taxes and growth, then
Click schedule for a free 15-minute Funding Readiness Call. Schedule
| What This Call Is A 15-minute funding readiness decision A review of what lenders will flag immediately A clear yes / no / not yet outcome |
What This Call Is NOT Not bookkeeping help Not education Not a free cleanup consult |
