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This is Nest & Co Advisory’s May 2026 report — the same figures as the PDF, page for page. Nest & Co Advisory is an illustrative business and its numbers are made up; the report around them is produced by the software that produces every customer’s, on the same rules.
Nest & Co Advisory · Report for May 2026 · Illustrative
A profit of $6,555.00 this month, $2,335.00 more than last month. Revenue $24,500.00, up 10.9% on last month.
Is my business okay right now?
Yes.
- Good
Am I making money?
Yes. $6,555 profit in May 2026, 26.8% of sales. That is $2,335 more than last month.
- Watch
Where is money leaking?
$7,536 a year in charges worth checking and $14,275 you may be able to recover, across 4 items.
- Opportunity
How much more could I make?
1% on your prices is worth $2,728 a year; 1% off your costs, $2,137.
- Good
Will I run out of cash?
Not in the next 13 weeks on these figures: cash is expected to go from $50,080 to $58,070. If 20% less money came in, its lowest point would be $32,542.
- Good
Does the business own more than it owes?
Yes. It owns $58,355 more than it owes.
Do these first
- Consulting fees: up $2,400.00Worth checking: Whether this was expected, and whether it repeats next month.
- $14,275.00 owed to you is past its due dateWorth checking: Which customers these are, and whether each invoice is genuinely still unpaid or was paid and not recorded.
- Adwise Media costs $318.00 a month more than three months agoWorth checking: Whether the increase was agreed, and whether the price is still competitive.
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