A financial decision-support tool built for business-minded people. Let's set up your profile so your analysis is calibrated to your context.
Adaptive flow — Questions branch based on your entity type and industry
Ratio-first outputs — Margins, cost estimates, and key metrics — not advice
Approximate inputs welcome — No precise figures required. Ranges work fine.
Step 1 of 4
What's your entity structure?
This shapes how your compensation, taxes, and margins are framed throughout.
Sole Proprietorship
Self-employed, independent
LLC
Limited liability company
S-Corporation
Pass-through with payroll
Entity type affects how we frame owner compensation and what tax considerations surface in your results.
Step 2 of 4
What industry are you in?
We use this to calibrate benchmarks and ratio thresholds relevant to your sector.
Creative / Design
Consulting
Tech / SaaS
Food & Beverage
Health / Fitness
E-commerce
Professional Svcs
Other
Step 3 of 4
What stage is your business?
This determines the depth and complexity of the financial metrics we surface.
Early / Startup
Under 2 years, still establishing
Early Growth
2–5 years, consistent revenue
Established
5+ years, stable operations
Scaling
Expanding headcount or product lines
Step 4 of 4
Approximate annual revenue range?
A range is perfectly fine — this calibrates your margin benchmarks. No exact figure needed.
$140K – $160K
Under $100K$500K+
MarginPro never stores exact financial data. Ranges are used only to calibrate your session benchmarks.
INCOME PATTERN
Variable / project-based
Steady monthly recurring
Seasonal swings
Screen 1 — Welcome: Clean splash with three value propositions. The "approximate inputs welcome" message is front-loaded to reduce psychological friction. Setup is framed as short and purposeful, not a lengthy form.