Turn Xero into a weekly decision system.
Use these quick calculators to estimate payback and ROI for each step. Results are directional and depend on your inputs.
Model annual ROI from pricing discipline, operational fixes, and waste reduction.
Example below uses $200,000/month sales and 3% profit improvement. At this level, break-even is only 2.5% profit lift.
The % in the calculator is a planning estimate — not a guarantee. It models what can happen when small improvements stack across pricing, spending control, and weekly money decisions.
A 3% profit improvement does not need one big miracle. It can come from several smaller improvements added together.
Model annual ROI from operational discipline, pricing moves, and waste cuts.
Use these as planning examples to justify the calculator range. They show how small fixes can stack — not one big “miracle” change.
The % in the calculator is a planning estimate — not a guarantee. It is meant to model what can happen when small business fixes stack together.
A 3% profit improvement does not need one big miracle. It can come from several smaller improvements added together.
Model annual ROI from pricing discipline, operational fixes, and waste reduction.
Example below uses $200,000/month sales and 3% profit improvement. At this level, break-even is only 2.5% profit lift.
Model annual ROI from operational discipline, pricing moves, and waste cuts.
These calculators are planning tools for discussion. They use your assumptions and do not guarantee results.
Book a short call and we’ll pick the right one together, test a realistic scenario, and identify your best next step.
Title: Audit + Fix
Description: A 1-page audit + action map. See if small fixes can pay back fast.
Button: Open Audit + Fix ROI ↗
Title: Fix Cash
Description: Estimate cash released + weekly cash improvement from a cash-fix sprint.
Button: Open Fix Cash ROI ↗
Title: Grow Profit
Description: Model profit lift from small improvements in pricing, costs, and profit leaks.
Button: Open Grow Profit ROI ↗
Title: Scale Revenue (CFO Retainer)
Description: Model ROI from ongoing CFO support using monthly sales and profit improvement.
Button: Open Scale Revenue ROI ↗
Use this when talking to prospects.
If they say: “Cash is tight”
Start with: Fix Cash ROI
Show first: Payback time + Net 90-day cash
If they say: “Sales ok but no profit”
Start with: Grow Profit ROI
Show first: Monthly profit gain + Payback
If they say: “I don’t know what to fix first”
Start with: Audit + Fix ROI
Show first: Payback + “small improvement” scenario
If they say: “We need ongoing support / team accountability”
Start with: Scale Revenue (CFO Retainer) ROI
Show first: Break-even lift needed + Annual ROI multiple
ROI section headline + intro
ROI cards/grid
“Which calculator should I use?” mini guide
Shared disclaimer
CTA block
Since you renamed one card, use the same pattern on all buttons:
Open Audit + Fix ROI ↗
Open Fix Cash ROI ↗
Open Grow Profit ROI ↗
Open Scale Revenue ROI ↗
(Keep the card title as “Scale Revenue (CFO Retainer)” but button can stay shorter.)
If you want more punch:
ROI Calculators (Estimate Payback Before You Buy)
Estimate Payback for Each Step
Run the Numbers First
Test the ROI Before You Commit
My recommendation for your audience:
ROI Calculators
subtext: Use these quick calculators to estimate payback and ROI for each step.
Use these quick calculators to estimate payback and ROI for each step. Results are directional and depend on your inputs.
A 1-page audit + action map. See if small fixes can pay back fast.
Open Audit + Fix ROI ↗Estimate cash released + weekly cash improvement from a cash-fix sprint.
Open Fix Cash ROI ↗Model profit lift from small improvements in pricing, costs, and profit leaks.
Open Grow Profit ROI ↗Model ROI from ongoing CFO support using monthly sales and profit improvement.
Open Scale Revenue ROI ↗These calculators are planning tools for discussion. They use your assumptions and do not guarantee results.
Book a short call and we’ll pick the right one together, test a realistic scenario, and identify your best next step.
Common questions about the ROI calculators, the call, and which next step to choose.
No. These calculators are planning tools for discussion.
They use your assumptions (or a scenario we test together) to estimate payback and ROI. They are meant to help you decide whether a next step looks financially sensible — not to promise a result.
We use a conservative planning assumption first, not a “best case” number.
The improvement does not have to come only from more sales. It can come from:
If you’re unsure, we can reduce the assumption and test a smaller number.
A simple way to choose:
If you’re unsure, start with the call and we’ll choose the right one together.
That’s okay. You can still use the calculators and still book a call.
The calculators are based on business numbers and assumptions — not on Xero alone. If Xero setup is part of your next step, we can discuss that after identifying the real bottleneck first (cash, profit, or revenue).
No prep is required.
If you have rough numbers (monthly sales, cash pressure, profit concerns), that helps. But we can still have a useful call without perfect figures.
The goal of the call is clarity first — not a perfect forecast.
Think of it as a ladder: clarity → cash control → profit improvement → ongoing CFO support.
Yes — and that is often the best move.
Many business owners start with a smaller step (like Audit + Fix) to get clarity and confidence before deciding whether to move into Fix Cash, Grow Profit, or retainer support.
A smaller right step is usually better than a bigger wrong one.
That’s fine.
The audit can still be valuable because it gives you a clearer action plan and helps you avoid fixing the wrong problem first.
Some clients DIY after the audit. Others decide they want support to implement faster and more cleanly.
Most business owners do that because they’re busy — you’re not alone.
The problem is: your bank balance shows what is there, but not always what is safe to spend.
That’s how profit gets eaten even when sales look okay.
It depends on the issue and the action taken.
Some cash fixes can improve visibility or cash position relatively quickly. Profit and revenue improvements usually take longer because they involve decisions, behavior, and implementation.
That’s why we focus on the right first lever instead of trying to fix everything at once.
Book a short call and we’ll identify whether your main bottleneck is cash, profit, or revenue — then test one practical next step.
Common questions about the ROI calculators, the call, and which next step to choose.
No. These calculators are planning tools for discussion.
They use your assumptions (or a scenario we test together) to estimate payback and ROI. They help you assess whether a next step looks financially sensible — not to promise a result.
We use a conservative planning assumption first, not a best-case number.
The improvement can come from:
If needed, we reduce the assumption and test a smaller number.
If unsure, book the call and we’ll choose the right one together.
That’s okay. You can still use the calculators and book a call.
We focus on the real bottleneck first (cash, profit, or revenue), then discuss the right setup.
No prep is required.
Rough numbers help, but the goal is clarity first — not a perfect forecast.
Simple ladder: clarity → cash control → profit improvement → ongoing CFO support.
Yes — often that is the best move.
A smaller right step is usually better than a bigger wrong one.
That’s fine.
Some clients DIY after getting clarity. Others want support to implement faster and more cleanly.
Most owners do that because they’re busy.
The issue is the bank balance shows what is there, but not always what is safe to spend. That’s how profit gets eaten even when sales look okay.
It depends on the issue and the action taken.
Some cash improvements can happen faster. Profit and revenue improvements usually take longer because they need implementation and behavior changes.
Book a short call and we’ll identify whether your main bottleneck is cash, profit, or revenue — then test one practical next step.
Common questions about the ROI calculators, the call, and which next step to choose.
No. These calculators are planning tools for discussion.
They use your assumptions (or a scenario we test together) to estimate payback and ROI. They help you assess whether a next step looks financially sensible — not to promise a result.
We use a conservative planning assumption first, not a best-case number.
The improvement can come from:
If needed, we reduce the assumption and test a smaller number.
If unsure, book the call and we’ll choose the right one together.
That’s okay. You can still use the calculators and book a call.
We focus on the real bottleneck first (cash, profit, or revenue), then discuss the right setup.
No prep is required.
Rough numbers help, but the goal is clarity first — not a perfect forecast.
Simple ladder: clarity → cash control → profit improvement → ongoing CFO support.
Yes — often that is the best move.
A smaller right step is usually better than a bigger wrong one.
That’s fine.
Some clients DIY after getting clarity. Others want support to implement faster and more cleanly.
Most owners do that because they’re busy.
The issue is the bank balance shows what is there, but not always what is safe to spend. That’s how profit gets eaten even when sales look okay.
It depends on the issue and the action taken.
Some cash improvements can happen faster. Profit and revenue improvements usually take longer because they need implementation and behavior changes.
Book a short call and we’ll identify whether your main bottleneck is cash, profit, or revenue — then test one practical next step.
These are not the same thing. One installs the system. The other improves performance with you over time.
Best for: owners who need money clarity and a weekly operating routine
Best for: owners who want ongoing help to improve performance and track outcomes
| Question | Profit-Ready Setup | CFO Retainer |
|---|---|---|
| Will this give me clarity? | Yes — that is the main job | Yes — plus ongoing analysis |
| Will this help me build better habits? | Yes — weekly operating rhythm | Yes — with follow-through and accountability |
| Will this directly improve profit? | Not automatically (depends on decisions after setup) | Yes — this is the offer focused on performance improvement work |
| Can you show ROI? | Better framed as clarity / protection / control value | Yes — using before/after numbers and tracked improvements |