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Charter Oak Bookkeeping

Helping Small Businesses Keep More of What They Earn

The 5-Minute Small Business Profit Leak Scorecard

Answer 25 practical questions to identify where pricing, expenses, collections, cash flow, labor, or financial reporting may be quietly reducing your profit.

Free About five minutes Immediate results No accounting experience required
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Pricing and Profitability

Do your prices cover the full cost of doing the work and leave enough profit?

Expenses and Spending

Are recurring charges, purchasing habits, and poor expense controls reducing your margin?

Invoices and Collections

How reliably does work turn into collected cash?

Cash Flow and Planning

Can you see cash shortages before they become emergencies?

Operations and Financial Visibility

Do you know where time, labor, rework, and incomplete reporting are costing money?

Where should we send your results?

Your score will appear immediately. Your answers also help Charter Oak Bookkeeping understand the most common problems facing small-business owners.

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Result from your free Profit Leak Scorecard

Your Financial Snapshot

0out of 100

Your three priority areas

    Turn your Snapshot into a practical action plan

    The Small Business Profit Leak Toolkit walks you through each risk area with worksheets, calculators, checklists, and a 30-day action plan.

    Explore the Profit Toolkit →

    Or explore the complete Financial Decision System →