Free financial health audit
Know where your business stands. And what to do next.
Your bank balance only tells part of the story. Get a clearer picture of your cash, profit, and the loose ends in your books, with practical next steps you can act on.
- About three minutes
- Porter only reads your information. Nothing in your books changes.
- Use QuickBooks, upload documents, or just answer questions
Free. No account or password needed.
Your report
A clearer picture. A practical plan.
What needs your attention
Findings explained in plain language, grounded in the information you share.
What to do next
Priorities for this week and this quarter, so you know where to start.
Where you need more clarity
Understand what your numbers can tell you and where more information is needed.
Cash and breathing room
Understand how much room you have to cover bills and make your next move.
Profit and spending
See how your business makes and spends money, and what deserves a closer look.
Payments and your books
Spot unpaid balances and gaps in your records that could cloud your decisions.
How it works
Tell us where to send it
Your email, so your findings are yours to keep and easy to return to.
Share your financial picture
Connect QuickBooks, upload financial documents, or answer a few questions.
Get your findings
Review your financial health and the next steps that matter for your business.