Please complete the FINANCIAL/FUNDING READINESS SCORECARD FORM to get your score.

How It Works

  1. Answer 5 Quick Questions — takes less than 2 minutes.
  2. Get Your Funding Readiness Score — know immediately where your books stand.
  3. Book a 15-Minute Call — get a professional review and an action plan to make your financials fund-ready.

Who This Is For

  • Small business owners ready to get funding without surprises

  • Entrepreneurs who want clean, accurate, lender-ready books

  • 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.

Click schedule for a free 15-minute Funding Readiness Call.

Please make your selections. Once completed, you’ll receive a score. Use the grading grid to the left. 

Funding Readiness Scorecard

Score each area honestly to see where lenders may hesitate.

1. Bookkeeping Accuracy
All transactions categorized correctly • Reconciled 12 months • No duplicates • Clean chart of accounts
2. Financial Reports
Accurate P&L • Clean Balance Sheet • Clear cash flow • No negative balances
3. Tax Preparation
Receipts organized • Proper deductions • Accountant-ready • No surprises
4. Funding Documentation
Clear financial story • Up-to-date statements • Cash flow visibility • Margins clear
5. Financial Control & Confidence
Understand numbers • Explain trends • Ready for lender questions

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


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
Click schedule for a free 15-minute Funding Readiness Call.