FINANCIAL CLARITY CHECKUP ✔

Confused by Your Financial Reports? I’ll Make Them Clear—So You Can Finally Feel in Control of Your Business.

Get a custom video breakdown of your financials—explained in plain English—plus a 1-page action plan with clear next steps.No accounting jargon Just clarity in 48 hours Results guarantee

Understand Your Numbers, Take Control of Your Business

Your Financial Reports Should Work for You—Not Confuse You.

  • Do you struggle to make sense of your financials and aren’t sure how to use them to run your business better?

  • Do you feel unsure about your cash flow, profitability, or pricing—but don’t know what to fix it?

  • Or maybe you avoid looking at your numbers altogether because they just feel overwhelming?

You’re not alone—most business owners feel this way. But the problem isn’t you. The problem is no one has ever explained your numbers in a way that actually helps you. That’s where I come in.

What’s Included in Your Checkup

Your Financials, Simplified and Actionable

  • Custom Video Breakdown of Your Financials

  • 1-Page Report With Clear Next Steps

  • Delivered in 48 Hours—Fast, Expert Insights

  • Optional Follow-Up Q&A With Me

This isn’t just another automated report—it’s a clear, personalized breakdown of your financials, explained in plain English. You’ll know exactly what’s working, what’s not, and what to do next—so you can make smarter business decisions with confidence.

Real Business Owners. Real Results.

See What Business Owners Like You Are Saying

"His guidance in financial management has been key to driving my business growth."


Kasia G. from Connecticut

"...you'll wonder what you ever did without him!"


Eric M. from Winconsin

"As a financial expert, he has been an invaluable asset to my business."


Jay M. from California

How It Works—Simple & Straightforward

From Confusion to Clarity in Just 4 Simple Steps

  • Click the button below to complete your secure payment via Stripe.

  • After payment, you’ll receive a link to securely upload your Profit & Loss and Balance Sheet

  • Within 48 hours, you’ll receive a personalized video analysis and a 1-page action plan.

  • If you have extra questions, you can add an optional Q&A session with me to go over insights in more detail.

Your Financial Clarity Checkup is a one-time payment of $349, with an optional 1-on-1 Q&A with me for $99. No hidden fees, no long-term commitment—just expert insights delivered in 48 hours.

Real Insights from a Real Person

I’m Robert Filipp, a Certified Management Accountant and the founder of an accounting consulting firm, Marginbright. Over the years, I’ve worked with business owners who were doing great work — but still felt in the dark when it came to their numbers.I created the Financial Clarity Checkup to change that. It’s not just about reviewing your financials — it’s about making sure you understand them, and know exactly what to do next. No jargon. No fluff. Just clear, actionable insight from someone who actually gets small business.I designed this product at a single, straightforward price so you can finally get the insights you need — without the pressure of a long-term commitment or big consulting fees.If you're ready to stop guessing and start feeling confident in your numbers, I’d love to help.

Still Unsure? Let’s Make This an Easy Decision.

100% Confidential & Backed by My ROI Guarantee

  • 100% Confidential & Secure: Your financials are never shared or stored after delivery.

  • Your Data Stays Safe: I use trusted tools that have strong privacy policies — many are SOC 2 Type II certified — so your information is protected every step of the way.

  • Backed by My ROI Guarantee: If you don’t uncover at least one insight that could save or earn you 2x what you paid, I’ll work with you until you do.

  • No Risk, No Hidden Fees: A one-time payment, with complete transparency and no surprises.

You’ve Seen the Value—Now It’s Time to Take Action.

From Confusion to Confidence—Get Clear on Your Numbers Today.

You’ve worked too hard to let financial confusion hold you back. A clear, expert breakdown of your numbers is just 48 hours away—so you can make smarter decisions, with confidence, starting now.

Still Have Questions?

  • Who is this checkup for?

  • This service is for small business owners who want to better understand their financial reports — without hiring expensive, ongoing accounting support. I’ll help you make sense of the numbers, flag potential issues, and show you how to use your reports to make smarter business decisions.

  • What if my books aren’t perfect?

  • That’s totally fine — most aren’t. I’ll work with whatever financials you have and include suggestions for fixing any potential errors or misclassifications I spot during the checkup.

  • How fast will I get my checkup?

  • You’ll receive your video and 1-page report within 48 business hours (2 business days, excluding weekends and holidays) after uploading your financials.

  • I’m concerned about privacy — is it safe to send my financials?

  • Yes — and I take privacy very seriously. Your financials are never stored, shared, or reused in any way. I use secure, trusted tools to handle your data safely. If you’d rather not include your company name, that’s totally fine — as long as the numbers are there, I can still give you a full and accurate checkup.

  • What if you don’t uncover anything useful?

  • That’s exactly why I offer a results guarantee — if I don’t uncover at least one actionable insight that could save or earn you 2x what you paid, I’ll work with you until I do.

Not Ready Yet?

Join my free weekly newsletter where I share simple, actionable tips on closing your books correctly and understanding your business numbers — no jargon, no fluff. Just insights that help you run your business smarter.

Financial Clarity Checkup ✔
Financial insights made simple—so you can make better decisions with confidence.
Financial Clarity Checkup is a product of Marginbright LLC.Marginbright LLC is not a public accounting firm and does not provide services that would require a license to practice public accountancy.

Get In Touch[email protected]2108 N St #10030
Sacramento, CA 95816
(916) 238-6207

Join my free weekly newsletter where I share simple, actionable tips on closing your books correctly and understanding your business numbers — no jargon, no fluff. Just insights that help you run your business smarter.

48-hour turnaround refers to two business days (Monday–Friday). Orders placed on weekends or holidays will be processed the next business day.© 2025 Marginbright, LLC. All rights reserved. | Privacy Policy | Cookie Policy | Terms and Conditions

Thank You for Your Payment — Here’s What Happens Next

  • Billing Note

This service is a product of Marginbright LLC.
You’ll see “Marginbright LLC” listed as the charge on your credit card or bank statement.
If you have any questions about your payment, feel free to reach out to me directly.

  • Step 1: Upload Your Financials

You’ll receive a link to securely upload your Profit & Loss and Balance Sheet (Excel format preferred).

  • Step 2: Watch for a Confirmation Email

I’ll send you a quick confirmation once I’ve received your files and started the review.

  • Step 3: Get Your Custom Video & 1-Page Report

Within 48 business hours, you’ll receive a personalized video breakdown of your financials and a 1-page action plan with key insights and next steps.

  • Step 4: Book Your Q&A Session

If you added the Q&A option, you’ll also get a link to schedule a quick session with me to go over your checkup.

  • Need a receipt?

A payment confirmation has been sent to your email for your records.