Three tools. Ten seconds each.
Benchmark your margin, find your crunch week, and price your DIY hours. 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 Texas peer financials.
The engine behind the scorecard.
An in-house system being built and tested inside Summit Advisory to automate the mechanics of the close and benchmark every client against their industry. It is built so 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.