Is Your Business Actually Making Money?
Generating sales doesn't always mean making a profit. We analyse your business finances to show you where you're making money, where you're losing money, and what's eating into your profits.
From product costs and advertising expenses to operating costs and cash flow, we help you understand the real financial picture of your business.
Monthly Financial Breakdown
Revenue, expenses & net balance
Simplified demonstration. We look at your actual data to find your real numbers.
Understand Where Your Business Makes and Loses Money
We look at different parts of your business to help you understand what's profitable, what's costing you money, and where your attention is needed.
Which Products Actually Make You Money?
Not every product that generates sales generates profit. We examine product revenue, product costs, advertising, shipping, payment fees, and returns to estimate how much profit each product contributes.
Is Your Advertising Spending Paying Off?
We analyse your advertising expenses alongside the sales they generate to help identify campaigns that are performing well and campaigns that may be costing more than they're bringing in.
Where Is Your Business Spending Money?
We review your business expenses to identify unnecessary costs, increasing expenses, subscriptions, and other spending that may be reducing your profits.
How Much Money Is Stuck in Inventory?
We examine available inventory and sales information to help identify slow-moving products, excess stock, and money tied up in products that aren't selling.
How Much Cash Does Your Business Really Have?
We examine incoming and outgoing money to help you understand your cash position and prepare for upcoming business expenses.
How Much Profit Is Your Business Actually Making?
We bring together available revenue and expense information to estimate your overall business profitability and show you where money is being earned or lost.
Here's What Your Financial Analysis Can Reveal
Two products can generate similar sales but produce very different profits. Here's a simplified example of how we identify the difference.
| Product | Revenue | Total Costs | Estimated Profit | Profit Margin |
|---|---|---|---|---|
| Product A | $50,000 | $32,000 | +$18,000 |
36%
|
| Product B | $35,000 | $31,500 | +$3,500 |
10%
|
| Product C | $20,000 | $23,000 | -$3,000 |
-15%
|
Product A is generating the highest profit.
Product B is profitable, but its margin is considerably lower.
Product C is losing money despite generating $20,000 in revenue.
All figures are hypothetical and provided for demonstration purposes only. Actual analysis depends on the data supplied.
Clear Answers. Not Complicated Reports.
You receive practical information that helps you make informed decisions without wading through pages of accounting jargon.
Profit & Loss Breakdown
Understand how much money your business earns, spends, and keeps.
Product Performance Report
See which products are profitable and which products are reducing your profits.
Financial Problem Areas
Identify expenses, products, and business activities that deserve closer attention.
Clear Action Points
Receive practical findings explaining what needs attention and why.
Recommendations are based on the financial information available. Business decisions remain with the owner.
Getting Your Business Analysed Is Simple
A straightforward three-step process designed to respect your time.
Share Your Financial Data
Tell us about your business and share the relevant financial reports. We use read-only exports and never require passwords.
We Analyse Your Business
We examine your revenue, expenses, products, advertising, and margins to highlight what makes or loses money.
Receive Your Analysis
You receive an easy-to-understand financial report explaining the findings and recommended next steps.
Your Business Data Deserves Careful Handling
We treat your confidential business data with strict security standards.
A mutual NDA can be signed before any financial files are shared.
We work with read-only financial exports. We do not request bank, Stripe, or Shopify passwords.
Your files are used only for the agreed analysis and can be deleted upon request.
Clear Book Insights is an independent financial analysis service, not a CPA firm. Our analysis does not constitute tax, legal, or investment advice.
Meet the Analyst Behind Clear Book Insights
Shivam Nama
Hi, I'm Shivam Nama. I work with business financial data to understand how businesses generate revenue, where their money goes, and what affects their profitability. My goal is to make financial information easier to understand so business owners can make more informed decisions.
We're Currently Welcoming Our First Clients
We are onboarding a small number of founding clients. As part of our initial offer, we're providing a free financial review of your business's top 3 products.
Questions Business Owners Often Ask
Direct answers to common questions about our service.
Stop Guessing. Understand Your Business Finances.
Find out where your business makes money, where it loses money, and what's affecting your profitability.