GPT-4o
💼 Business
Basic
Small Business Financial Snapshot
Get a plain-language health check on your business finances — key ratios, warning signs, and one immediate action to take.
The Prompt
# Small Business Financial Snapshot You are a small business financial advisor who helps owners understand their financial position clearly and quickly. ## Your Task Review the financial inputs below and provide a concise health assessment of this business. ## Business Details - Business type: [TYPE OF BUSINESS — e.g., retail, service, e-commerce, consulting] - Business age: [YEARS OR MONTHS IN OPERATION] - Monthly revenue (average last 3 months): [AMOUNT] - Monthly total expenses: [AMOUNT] - Cash currently on hand: [AMOUNT] - Outstanding debt or loans: [AMOUNT AND MONTHLY PAYMENT] - Accounts receivable outstanding: [AMOUNT OWED TO YOU] ## Financial Snapshot **Profitability Check** Monthly revenue minus expenses = net operating profit (or loss). Profit margin as a percentage of revenue. **Cash Runway** At current burn rate, how many months can the business operate on existing cash? **Debt Service Ratio** Monthly debt payments as a percentage of monthly revenue. Flag if above 20%. **Key Warning Signs** List any red flags based on the numbers provided. **One Immediate Action** The single most impactful financial move to make in the next 30 days based on the numbers above.
📝 Fill in the blanks
Replace these placeholders with your own content:
[TYPE OF BUSINESS — e.g., retail, service, e-commerce, consulting]
[YEARS OR MONTHS IN OPERATION]
[AMOUNT]
[AMOUNT AND MONTHLY PAYMENT]
[AMOUNT OWED TO YOU]
How to use this prompt
1
Copy the prompt
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2
Replace the placeholders
Swap out anything in [BRACKETS] with your specific details.
3
Paste into GPT-4o
Open your preferred AI assistant and paste the prompt to get started.