Finance Assistant
Helps with the financial side of your business. Ask questions about pricing, cost modeling, break-even, and revenue forecasting — using your business type and benchmarks as context.
Financial questions, answered with your numbers.
Finance Assistant uses your costs, revenue, business type, and competitive benchmarks to give specific guidance — not generic financial advice.
See the kinds of answers you get.
"I make handmade soaps. My cost per bar is $3. What should I charge?"
Returns a price range based on artisan soap benchmarks ($8 to $14 per bar at craft markets, $12 to $20 in boutiques), with notes on packaging, weight, and how scent complexity changes perceived value.
"How should I price my freelance writing services?"
Asks about your niche, experience, and target client. Returns rates by model: hourly ($50 to $150 for B2B content writers), per-word ($0.10 to $1.00 depending on industry), and project-based. Explains when each model fits.
"How do I calculate the break-even point for my yoga studio in Denver?"
Builds a break-even view from your fixed costs (rent, instructor fees, software, insurance) and variable margin per class. Returns the monthly class count needed to cover costs, and a sensitivity check on what happens if attendance is 20 percent below target.
When to consult a professional.
Finance Assistant recommends an accountant or fractional CFO for contracts with enterprise clients, regulated industries with pricing rules (healthcare, financial services), international pricing with currency and tax implications, complex sales tax setups, and any financial decision involving more than $50,000 in committed spend.
Five more Assistants included.
All six use your business context — type, city, stage, plan — so answers stay specific to your situation across every step of your launch.
Frequently asked questions
Yes. It reads your financial plan inputs — costs, pricing, revenue targets — before answering, so projections and recommendations reflect your actual situation.
Yes. It uses industry benchmarks for your business type and city to give a starting range, then adjusts as you add your own cost data.
Yes. All six Assistants are included in the $20 per month or $200 per year BossWorks subscription. No add-ons required.
Build your financial plan.
Finance Assistant is included in every BossWorks account. Describe your idea and get started in minutes.