The Quarterly Margin Check

The jobs are busy and the bank balance looks fine. But do you actually know which months made you money? This worksheet walks you through the five numbers that show how your business is really doing. About ten minutes a month.

Exactly where to find each number on your Profit & Loss
What it means when a line climbs, stalls, or jumps around
One simple thing to work on next quarter

Where should I send it?

Hey, I'm Trisha!

I own On Par Bookkeeping & Advisory. I started On Par after watching capable owners make big decisions on gut feel, simply because nobody had shown them what their numbers were telling them.

So grab the Margin Check and fill it in. If something on it surprises you, just reply and tell me about it. I'd love to hear what you find!

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