Free Guide: The Solopreneur's 1-Hour Financial Health Check | Keystone CFO

Free Guide · For Solopreneurs

Know exactly where your business stands — in one honest hour.

You're great at what you do. You're just not sure you're doing the money part right — and there's nobody to ask. This free check fixes that. No finance degree required.

  • Find your real monthly profit (most owners have never written it down)
  • Learn whether you're actually paying yourself properly
  • Get the 3 numbers to watch every single month
  • A 30-minute monthly routine that keeps you in control
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What's inside

Seven questions, one clear picture

  • A fill-in worksheet that walks you through 7 honest questions
  • A simple scoring guide so you know exactly where you stand
  • The 3 numbers every solopreneur should watch monthly
  • A 30-minute "monthly money date" template to keep the habit alive

Who it's for

For the owner who does everything themselves

If you run the business, serve the customers, and reconcile the books late at night — this is for you. It's built for solopreneurs and very small businesses under about $250K in revenue, with no employees.

"I'm good at the thing I do. I'm just not sure I'm doing the money part right."

After the guide

Imagine this happening every quarter

You just did the work a financial partner would do with you — once. The Foundation tier ($100/month) makes it a habit: a partner who's seen hundreds of businesses your size, so you never again wonder if you're doing the money part right.

Book a Free 30-Minute Discovery Call

About

Strategic finance leadership, on a retainer

Keystone CFO is the fractional CFO practice of Love Wealth Management, led by John B. Love III. We give business owners the financial partner they need at every stage — from the kitchen table to the boardroom — organized around four pillars: strategic finance leadership, capital & banking, systems & controls, and growth & transaction readiness.