Free health check

A free financial health check for your agency

Send us three reports from QuickBooks Online or Xero. Within two business days we email you a one-page health check. It is free and there are no meetings.

Get your free health check →

What the health check shows

Where your cash went
What your team costs as a share of revenue
Revenue per team member
How much of your revenue one client controls
Two things we found in your books
Whether KestrelCFO is a fit for your agency

What you send

A profit and loss report for the last 12 months
A balance sheet from today
An unpaid invoices report (accounts receivable aging)

Or invite us to QuickBooks Online as an accountant user, or to Xero as an adviser. We read your books and never change them. You can remove access at any time.

Your files are used only for your health check.

What the health check does not include

The health check looks at the past. The 12-month forecast, the monthly report, alerts and your questions by email come with the monthly plan.

A first look in two minutes

Enter seven numbers from the last 12 months. The results appear below. Nothing is sent to us.

Revenue, last 12 months$ Cost of your team, last 12 months (salaries, benefits and contractors who do client work)$ All costs, last 12 months (team and everything else, before your own pay)$ Largest client's revenue, last 12 months$ Cash in the bank today$ Unpaid client invoices today$ Number of people on your team (count full time equivalents)

Team cost as a share of revenue

Of every $1 of revenue, this share pays your team.

Revenue per team member

Revenue divided by the people on your team.

Profit before owner pay

Revenue minus all costs.

Largest client's share of revenue

If this client left, you would lose this share of your revenue.

Months of cash

How many months your cash pays all costs with no new revenue.

Unpaid invoices in days of revenue

Days of revenue that clients owe you right now.

Want this checked against your own books?

Request your free health check. We reply within two business days.

Get your free health check →

Who the health check is for

Good fit

Marketing, creative, web and digital agencies
$750,000 to $5 million in revenue
Mostly retainer clients
QuickBooks Online or Xero, with a bookkeeper who closes each month
One company

Not a fit

Agencies with no bookkeeper at all
Groups of several companies
Owners who want weekly meetings
Agencies not on QuickBooks Online or Xero

We run a limited number of health checks each week.

Common questions

Does the health check cost anything?

No. It is free, and you owe nothing after.

What do you do with my files?

We use them to build your health check. We do not share them or use them for anything else.

What happens after the health check?

You decide. If you want the monthly plan, we set it up. If not, you keep the health check and we do nothing further.