Who are the business calculators written for?

Owners and managers of small, owner-managed businesses, and the bookkeepers, CPAs and fractional CFOs who advise them. Inputs use plain terms such as revenue, cost of goods sold and fixed costs.

Do the business calculators connect to QuickBooks or Xero?

No. Clients type their figures, usually from a profit and loss statement or balance sheet. That keeps the tools simple and avoids sharing accounting-system credentials. Leads can go to your CRM by webhook; see integrations.

Is the business valuation calculator a formal valuation?

No. It gives an indicative range from the inputs and method chosen. Formal valuations need credentialed work. The calculator starts the conversation that may lead to one.

Which plan includes the business calculators?

Every plan, including free Practitioner (up to 5 calculators at once). Firm and Network raise the limit and add webhooks, with a 14-day trial. See pricing.

Can we use these calculators inside client reports?

Yes. A link to a calculator page on your site, or an embed in a client portal page, works well. Leave lead capture off for existing clients if you prefer.

Which business calculators should a bookkeeper offer first?

Cash flow budget, profit margin and break-even. They map directly to reports a bookkeeper already produces. See the bookkeeper page.

Do the calculators handle industry-specific metrics?

They use general ratios. The financial ratios calculator covers liquidity, leverage and profitability ratios that apply to most small businesses.

Can owners save their inputs and come back later?

The calculator keeps values while the page is open, and owners can share or print results. For ongoing tracking, they should send the result to the firm.

12calculators

Business

Business calculators
that open advisory work

Twelve calculators for owner-managed businesses: break-even, margins, cash flow, working capital, valuation and financing, for bookkeepers, CPA firms and fractional CFOs.

Browse the business shelf Which plan includes these

Overview

Business owners ask money questions their bookkeeping software doesn't answer: how many units cover rent and payroll, whether a price rise beats a cost cut, how much cash a growing receivables balance ties up. These calculators answer those questions in the owner's own numbers.

For a firm, they are the natural bridge from compliance work to advisory. An owner who has just run a break-even analysis is already halfway to a monthly review meeting.

From the monthly close to the monthly meeting

Bookkeepers can link these calculators from the monthly report email. CPA firms can use the valuation and buy-versus-lease tools to start planning conversations. Fractional CFOs can send a cash flow budget link before a first meeting and arrive with the owner's numbers.

Because the request includes the inputs, you can see the shape of the business before the call: revenue level, margins and the decision being weighed.

Index

The business shelf, section by section

Calendar

When clients reach for business calculators

Each calculator page names the month its question peaks. Plan content, emails and homepage features around these.

Month	Calculators clients ask about
January	Break-Even, Inventory Analysis
February	Profit Margin, Installment Sale Repossession
March	Business ROI
April	Financial Ratios
May	Business Loan
July	Working Capital
September	Business Valuation
November	Equipment Buy vs. Lease
December	Contribution Margin & Break-Even, Cash Flow Budget

Budget and cash flow tools peak in December and January; break-even and margin tools when owners set prices or lose a big customer; financing tools in the second and third quarters.

FAQ

Business calculators: common questions

Showing 8 of 8

Who are the business calculators written for?
Owners and managers of small, owner-managed businesses, and the bookkeepers, CPAs and fractional CFOs who advise them. Inputs use plain terms such as revenue, cost of goods sold and fixed costs.
Do the business calculators connect to QuickBooks or Xero?
No. Clients type their figures, usually from a profit and loss statement or balance sheet. That keeps the tools simple and avoids sharing accounting-system credentials. Leads can go to your CRM by webhook; see integrations.
Is the business valuation calculator a formal valuation?
No. It gives an indicative range from the inputs and method chosen. Formal valuations need credentialed work. The calculator starts the conversation that may lead to one.
Which plan includes the business calculators?
Every plan, including free Practitioner (up to 5 calculators at once). Firm and Network raise the limit and add webhooks, with a 14-day trial. See pricing.
Can we use these calculators inside client reports?
Yes. A link to a calculator page on your site, or an embed in a client portal page, works well. Leave lead capture off for existing clients if you prefer.
Which business calculators should a bookkeeper offer first?
Cash flow budget, profit margin and break-even. They map directly to reports a bookkeeper already produces. See the bookkeeper page.
Do the calculators handle industry-specific metrics?
They use general ratios. The financial ratios calculator covers liquidity, leverage and profitability ratios that apply to most small businesses.
Can owners save their inputs and come back later?
The calculator keeps values while the page is open, and owners can share or print results. For ongoing tracking, they should send the result to the firm.

Turn the monthly close into an advisory conversation

Add break-even, margin and cash flow calculators to your site and receive owners' numbers before the first call.

Start free See pricing

Firm and Network plans include a 14-day trial. Cancel before it ends and you pay nothing.

Business calculatorsthat open advisory work