Answer 15 questions across 5 critical areas and get your instant Financial Health Score plus a personalised AI report showing you exactly what to fix — and in what order.
No signup. No credit card. Just honest answers and an honest score.
We cover bookkeeping, tax, cash flow, compliance, and financial visibility. Takes about 3 minutes. The more honest you are, the more useful your report.
Our AI advisor analyses your answers and generates a personalised financial health report — specific to your situation, not a generic template.
Your score pinpoints your weakest area. We tell you the single highest-impact action to take this week — and which AutoTaxPilot plan removes the problem entirely.
3 questions per category. Scored 0–9. Your weakest area drives the recommendation.
Are your books current, accurate, and handled by the right person?
Are you paying what you owe — or more? Are you proactive or reactive?
Do you know where your money is — and where it's going over the next 90 days?
Are you separated, categorised, and filing on time? Or quietly accumulating risk?
Can you see your margins, review your P&L monthly, and make decisions with confidence?
Save 25% on a 1-year plan, or go month-to-month. Generally tax-deductible. Prices vary with volume and are locked for 12 months once confirmed on your call. Take the assessment and we'll tell you which one fits.
Pick a time. We’ll look at your numbers and give you a flat price, locked for 12 months. No obligation.
Your weakest area:
See what’s behind your score, your biggest financial risk right now, and a 3-step plan to fix it. We’ll email you a copy too. No spam. Unsubscribe anytime.
We respect your privacy.
Our AI advisor is analysing your 15 answers
Analysing your answers...
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Based on your score...
We’ll go through your lowest areas and show you how we’d fix them. No obligation.
Want S-corp tax treatment for 2027? The election is generally due by March 15, 2027.
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Without year-round tax planning, businesses often miss deductions and elections that would lower their tax. Planning ahead is how you catch them in time.
Business owners who review a monthly P&L make significantly better financial decisions. Visibility is what separates scaling from stagnating.
IRS late-filing penalties are 5% per month — up to 25% of tax owed. Mixed finances invite audits. Both are preventable with the right system.
Book a free 15-minute call. We review your score together and tell you exactly which plan fits, no pressure.