Visibility Snapshot
12 questions. See your Visibility Snapshot.
Answer honestly about how your books are set up. No right or wrong answers. You'll see exactly what the Visibility Diagnostic can show you and where the gaps are.
We will email you your results. No spam, ever.
Before We Begin
What is your approximate annual revenue?
This helps us calibrate your results. All starting points are valid.
Before We Begin
What accounting software are you currently using?
The Blueprint is built on QBO data. If you use other software, your results will still be accurate.
Question 1 of 12
How is revenue tracked in your accounting system?
Think about whether you can see Shopify, Amazon, wholesale, and distributor revenue as separate line items or whether everything flows into one account.
Informs:RevenueCustomersChannelsProducts
Question 2 of 12
How are your cost of goods structured in your books?
Think about whether materials, packaging, labor, and freight are broken out by component, or whether COGS is a single line or mixed into operating expenses.
Informs:ProductsCost Structure
Question 3 of 12
When does revenue hit your books?
Think about whether the sale is recorded when the invoice goes out, when the order ships, or when payment arrives.
Informs:CashRevenue
Question 4 of 12
How much clean, reconciled history exists in your accounting system?
The Blueprint needs at least 12 months of data to run trend analysis, margin comparisons, and seasonal cash modeling.
Informs:Data Foundation
Question 5 of 12
How consistent is your data structure over the past 12 months?
Think about whether chart of accounts, categories, and vendor or customer names have stayed consistent, or whether there has been restructuring that breaks historical comparisons.
Informs:Data Foundation
Question 6 of 12
How complete and current is your bank data in your accounting system?
This covers whether all accounts are in the system and whether they are reconciled to your actual bank statements.
Informs:Cash
Question 7 of 12
How consistently are costs recorded in the period they occur?
Think about whether your monthly P&L reflects the actual cost of goods for that period, or whether there are timing mismatches between when costs hit and when they actually occurred.
Informs:CashProductsCost Structure
Question 8 of 12
How clean is the data flowing into your accounting system from your sales channels?
Think about Shopify, Amazon, distributor portals, and other platforms that feed into your books.
Informs:Data FoundationChannels
Question 9 of 12
How are your business finances structured across entities and ownership?
Think about whether personal and business finances are fully separated, and whether owner draws and related-party transactions are clearly classified.
Informs:Data Foundation
Question 10 of 12
How are your receivables and payables tracked?
Think about whether you know exactly what customers owe you and what you owe vendors, and whether that information lives in your accounting system.
Informs:CashCustomers
Question 11 of 12
How current and reliable is your Balance Sheet?
A reliable Balance Sheet means accounts are reconciled, equity is accurate, and the document would hold up to outside review.
Informs:Cost Structure
Question 12 of 12
Can you currently generate a meaningful P&L from your accounting system without significant manual cleanup?
If you pulled a P&L right now, would the numbers be actionable, or would they require significant interpretation before they told you anything useful?
Informs:Data FoundationChannels
Your Visibility Snapshot
Here's where your financial picture stands.
Green means full clarity. Yellow means visible but approximate. Red means the Diagnostic flags exactly what's missing and where to focus first.
-- full clarity
-- visible, approximate
-- gaps flagged
The Diagnostic works with what you have today. Here's what each view can show you.
No tile stays where it is once the underlying data improves. The Diagnostic itself shows you what to prioritize first.
See what your numbers are really saying.
A focused conversation where we walk through your visibility picture, answer your questions, and map the fastest path to full clarity. No cost. No commitment.
Book My Visibility Conversation30 minutes with Siri Amrit Khalsa, CMA
The Visibility Diagnostic is a comprehensive financial intelligence engagement for CPG founders in the $500K to $5M range.