Optimal Women in Business

Tools

Free tools for owners past the start-up stage. No cost, no obligation, nothing to install.

  1. 01

    Financial Health Scorecard→

    Ten questions on how your money is actually managed. You get a score, the band it falls in, and the one area costing you most right now.

    About 5 minutesResults by email
  2. 02

    Year-End Meeting Planner→

    Enter the date of your year-end planning meeting with your CPA. Get back the full schedule of what to do and when — and a calendar file that puts all nineteen reminders straight into your calendar.

    Set up in under a minuteRuns through year endNo sign-up to use it

Your tax bill is decided in October, not April. These tools exist because the decisions that change the number have deadlines, and most of them fall before the year closes.