The Cromwell Method · Phase One

Take Your Soundings.

A 5-minute, 19-question assessment across bookkeeping, reporting, cash flow, tax, and strategic readiness. Take it right here and see exactly where your business stands — scored the moment you finish.

Free. Five minutes. Nineteen questions — your reading appears the moment you finish.

99%

Client retention

400+

Companies served

15-day

Average close

What it covers

Five depths, nineteen readings.

I

Bookkeeping Fundamentals

Reconciliations, close speed, and whether the ledger can be trusted at all.

II

Financial Reporting & Visibility

Whether you can see margin, trend, and variance — or are steering by feel.

III

Cash Flow & Forecasting

Weeks of runway, receivables discipline, and a forecast you actually use.

IV

Tax & Compliance

Estimates, filings, and structure — the rocks you only notice when you hit them.

V

Strategic Readiness

Could the business withstand a serious look from a bank, a buyer, or a partner?

Why it matters

Most owners find out their books have a problem during tax season, a bank review, or a due-diligence process — never on their own terms.

An unassessed business is flying blind. The numbers may be fine — but nobody has checked the depth beneath the hull. Soundings gives you that reading in five minutes, on your schedule, before anyone else asks.

Take the first bearing

Take the Accounting Health Check.

Free. Five minutes. Nineteen questions — your reading appears the moment you finish.