Prepare your finance questions

Check six parts of your business finances. Bring a short list to an advisor.

This is educational. It is not financial advice, a loan application, or an approval. Do not enter account numbers, tax IDs, or tax returns here.

Financial health check

Answer 30 questions, one at a time. Then see a score for each of six parts.

Six parts of the business. Each one gets its own score.

Registration, banking, plan, insurance, and tax basics.

Forecasts, reserves, and how fast customers pay.

Margins, revenue trend, pricing, and budget.

Debt load, business credit, and access to capital.

Goals, owner plans, advisors, and growth plans.

Reconciliation, accounting tools, and monthly statements.

ECO gives educational notes. It does not give financial advice.

Ask about cash flow, records, debt, or funding readiness.

Do not enter account numbers, tax IDs, or tax returns.

Pick the one that fits your question.

Answer three questions. See what to prepare before you apply for funding.

Use Secure Docs for statements and records. Do not send them by email.

Open Secure Docs

Send a short request. An advisor reviews it. Nothing is sent until you submit.