Trinity // financial clarity score
How clear are your numbers?
Nine quick questions about cash, jobs, taxes and books. You get a score out of 100, what is working, where problems may be and what to fix first.
- 2 minutes
- No email needed
- Built for contractors
Your answers stay in your browser. Nothing is sent anywhere unless you book a call, and then only your score and answers go with the booking.
Question 1 of 9
What type of business do you run?
Question 2 of 9
How is your company set up?
Question 3 of 9
What takes most of your head space right now?
Pick all that apply.
Question 4 of 9
Look at your bank balance. Could you say how much of it you can spend today?
After cards, bills, payroll and taxes.
Question 5 of 9
Do you know which of your last jobs made the most money, and which made the least?
Question 6 of 9
Has it ever been tight to make payroll on a Friday?
Question 7 of 9
Do you know what you’ll owe the IRS for this year?
Question 8 of 9
Who keeps your books today?
Pick all that apply.
Question 9 of 9
Do business and personal spending go through the same cards?
Your result
Financial clarity score
With two or more owners, Trinity works on Core without taxes: books, cash and profit every week, while taxes stay with your CPA.
You named this one
You named this one
You named this one
You named this one
See your real numbers, not a guess
Free 30-minute call. We go through your result and show what Trinity would look like for your company. No commitment.
A quick check from your own answers, not an audit. Trinity measures the real numbers from your bank once connected. Trinity is not a CPA firm.