Four tools. Ten seconds each.
Benchmark your margin, find your crunch week, price your DIY hours, and scrub through a year of sample reporting — all in the browser, no email wall.
Where do you stand against your industry?
Three inputs, ten seconds. This teaser runs on illustrative sample distributions — the full scorecard, built on real industry data and your actual books, is part of the diagnostic.
Sample data — illustrative distributions for demonstration. The engagement version runs on government industry data and peer financials.
The engine behind the scorecard.
An in-house system being tested inside Summit Advisory that automates the mechanics of the close and benchmarks every client against their industry. A month-end close that takes a bookkeeper four hours runs in under thirty — 87.5% less time on mechanics, 8× the throughput — so the hours go to margins, pricing, and decisions instead.
Find your crunch week before it finds you.
Rough numbers are fine — this is the 13-week view every owner should have, running right in your browser.
Illustrative straight-line math. The engagement version uses your actual receivables, payables, payroll calendar, and seasonality.
What does doing it yourself actually cost?
Owner-hours are the most expensive labor in the business. Put a number on the time the books are taking from you.
Simple math: hours × your rate × 52 weeks. It ignores the bigger cost — the decisions that don't get made while you're categorizing transactions.
Twelve months, from backlog to decision-ready.
Drag through a year of sample data. This is the shape of the visibility you get: cash, margin, receivables, and a close date you can set your watch to.