STEP 1 OF 4 — YOUR FINANCIAL SNAPSHOT

Your Financial Snapshot

Seven quick questions. Ballpark answers are fine.

Numbers you know off the top of your head — no system pull needed.

Company Name

Industry *

Fees collected last year *

Number of partners *

Compared with the year before, fees were…

Number of staff, not counting partners

Staff payroll incl. benefits, not counting partners

Rough is fine.

DSO (days sales outstanding)

days

Of every $100 of time at standard rates, how much do you end up collecting?

Only fees and partners are required. Leave anything else blank and we'll use our own estimate — your report marks every estimate so you know which numbers are ours.

Your numbers stay private. Used only to calculate your report — never sold, never shared.