Free 3-minute self-assessment · For $1M–$10M business owners
Could you make a hiring decision off your numbers today —
and would you trust them?
10 questions. 3 minutes. An instant score across the four things that decide whether your financials are an asset or a liability: close speed, margin visibility, cash runway, and tax posture — plus exactly what to fix first.
Free · Instant results · No sales call required to see your score
Why take this
Most owners don't have a numbers problem.
They have a trust problem.
You can pull up a P&L. But is it current? Reconciled? Would it survive a lender's underwriter — or your own scrutiny before a big hire, a new location, a price change? Most $1M–$10M owners are making six-figure decisions on numbers that are 60 days old, directionally right at best. This scorecard tells you, in one number, how much of your decision-making is actually backed by your books.
- It's specific. You won't get "improve your bookkeeping." You'll see which of four dimensions is weakest and what fixing it looks like.
- It's calibrated. Built from the same Level 1–2–3 KPI framework we run for clients from single-entity shops to $10M+ multi-location operators.
- It's honest. A top-band score means we'll tell you that you don't need us yet. About a third of our first calls end exactly that way.
How it works
Three minutes. One honest number.
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Answer 10 questions
Multiple choice, plain language, ~3 minutes. No document uploads, no prep.
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Get your score instantly
0–30, with a band: Flying Blind, Rear-View Mirror, Dashboard No Driver, or Clarity — and what your weakest dimension is costing you.
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Decide what to do with it
Keep the results and fix it yourself, or book a free 30-minute walkthrough and we'll turn your score into a 90-day plan. Your call.
Who this is for
Built for owners who are past
gut-feel decisions.
Built for owners of $1M–$10M businesses — services, food & beverage, retail, multi-location — anywhere in the country. Especially useful if a lender just asked for statements, tax season brought a surprise, you've outgrown your bookkeeper, or you're eyeing an acquisition, a location, or a raise and want to know if the numbers can keep up.
From the team behind the numbers
From the team that closes books
by the 15th — every month.
Tristan CPA is the outsourced finance team behind $1M–$10M businesses nationwide: clean monthly books, fractional Controller oversight, and CFO-level forecasting. Led by Tristan Nguyen, CPA, MBA — fifteen years across corporate and national-firm accounting.
An objective scorecard to grow against
"Having Tristan take care of my accounting provides me with the ability to constantly self-evaluate on an objective scale."
Objections
Questions we hear all the time.
- Is this just a sales funnel?
- It's a real diagnostic — the same four dimensions we assess in paid Financial Diagnostics. Yes, we'd love to talk if your score worries you. No, nobody will call you unless you book the call.
- Do I need my books open to take it?
- No. Every question is answerable from memory. If you can't answer one from memory, that's data too — score it honestly.
- What happens to my answers?
- You get your results by email, plus a short series of notes explaining each dimension. Unsubscribe anytime; we don't share or sell your information.
- My books are a known mess. Should I bother?
- Especially then. The scorecard tells you where to start — most messes have one root cause, and it's usually not where owners think.
Last step
Three minutes now,
or another quarter of guessing.
The owners who score highest aren't smarter — they just installed a monthly rhythm and stuck to it. Find out how far you are from that, and what closing the gap would take.