Ten minutes to see where your money is actually going.
You can feel when something is off in the business before you can point to it on a page. This workbook helps you point to it — five short sections, your own numbers, one clear next move.
Free, and it arrives in your inbox right away. No spam, unsubscribe any time.
CEO CLARITY SCORE
Five pillars. You'll score each one, then pick the weakest to work on this month.
- Jessica Benitez Martinez, CPA, CFE, MBA, MAcc
- Founder, BM Advisory Co.
- Fractional CFO for service businesses
Busy is not the same as profitable.
Most owners work harder every year and feel less in control of the money. If any of this sounds familiar, the workbook was built for you.
You can't pull your numbers up in 60 seconds
You have a rough sense of revenue, expenses and margin — but not a figure you'd stand behind. So the decisions get made on instinct.
The month was good and the account still looks thin
Profit and cash are two different stories. When you only watch one of them, the other one catches you off guard.
Your prices haven't moved but your costs have
Every cost increase you absorb comes straight out of your margin. Quietly, every month, until the year-end numbers explain it for you.
Hi, I'm Jess.
I work with owners who are tired of guessing and ready to decide based on real numbers. The approach is the same every time: clean up the financials, clarify what they're telling you, then build the strategy around that.
I built this workbook because I kept meeting the same person — smart, hardworking, running a good business more or less blind. Ten minutes with your own numbers changes that.
Jessica Benitez Martinez, CPA, CFE, MBA, MAcc Founder & Strategic Finance Partner, BM Advisory Co.
What you'll work through.
Five sections, in order. Each one builds on the last, and the final section turns everything into a single action.
Business snapshot
Revenue, expenses, cash on hand, receivables and payables — mapped in one place so you're working from a whole picture.
Revenue analysis
Your top three revenue streams over the last three months, and which of them are quietly working against you.
Expenses and cash flow
Your largest expenses, your debt picture, and the pattern your cash actually follows through the month. Most owners underestimate their monthly costs.
Profit and pricing
Your real margin, not the one you assume — then a straight look at whether your pricing still matches what the work costs you. Most businesses haven't raised prices in over a year.
CEO clarity score and action plan
Score yourself across five financial pillars, find the weakest one, and leave with one clear thing to do this month.
Your numbers already know. This just makes them say it.
Send it to yourself, block out ten minutes, and fill it in. A free 30-minute call is there if you want to talk through what you find.
Free, and it arrives in your inbox right away. No spam, unsubscribe any time.