Thinking about selling? Here are some handy things you can use along the way.
Most owners start thinking about it years before they do anything. These are the tools you would want in those years, and they are free. Whether you ever sell is a separate conversation, and it is yours to start.
What you get
A private page of your own
1
Drop in your bank statementsOne box takes anything: a bank or card statement, an accounting export, a loan statement, a photo of a bill. It works out what it is and builds your numbers from it. No bookkeeping vocabulary, no setup.
2
See where the money actually goesEvery dollar, line by line, month by month. Including the two that never show on a P&L: loan principal and what you take out for yourself.
3
Answer one question at a timeWhen something is unrecognized, it asks in plain words — “$6,300 went to this. What is it?” — and you tap an answer. That is the whole of it.
4
Say what is worrying youYour three biggest concerns, in your own words, typed or spoken. Then press “Why is this happening?” and it answers from your own numbers.
5
Ask it anything, any timeA coach that has read your numbers and remembers what you told it last month. Jonathan reads the big questions and follows up.
6
Close the month in one sentenceWhat the month collected, what the practice needed, and what you want to say about it. A year of those is worth more than any report.
7
And at the end of the day, if you want itOne button. Say how the day went, out loud, and get a straight answer back. Nobody else ever sees it.