Business Health Assessment

Contact Information

Name * Please enter your name

Email * Please enter a valid email

Phone (Optional)

Location * Please enter your location

Financial Health

1. Do you know your profit margins? *

Yes, I track them regularly Mostly, but not consistently I'm aware but don't track them No, I don't know them

Please select an answer

2. Are you confident in your cash flow? *

Yes, very confident Somewhat confident Not very confident No, cash flow is a constant worry

Please select an answer

3. Have you implemented Profit First principles? *

Yes, fully implemented Partially implemented I know about it but haven't started No, what's that?

Please select an answer

4. Do you separate personal and business finances? *

Yes, completely separate Mostly separate Sometimes they mix No, they're mixed together

Please select an answer

5. Are you using credit cards or lines of credit to cover expenses? *

No, never Occasionally Yes, regularly

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Operations & Management

6. Do you have a budget and stick to it? *

Yes, always Most of the time I have one but don't follow it No budget

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7. Are you collecting payments on time? *

Yes, always on time Usually on time Often delayed No, it's a constant issue

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8. Are your prices covering all costs plus a healthy profit? *

Yes, definitely I think so Not sure No, probably not

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9. Do you have clear percentage allocations for profit, owner's pay, taxes, cost of goods sold, and operating expenses? *

Yes, clearly defined Working on it No

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10. Do you have at least 3 months of operating expenses saved? *

Yes, more than 3 months About 1-3 months Less than 1 month No savings

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Your Business Situation

What best describes your current situation? *

Revenue is good but cash flow is tight Sales are increasing but profit isn't Customers are slow to pay invoices Not sure if my pricing covers all costs Expenses keep creeping up unexpectedly

Please select your situation

What's your primary goal for the next 90 days? *

Improve cash flow management Increase profitability and margins Better control over expenses Build better financial systems and processes Achieve sustainable growth

Please select your goal

What's your biggest obstacle to achieving this goal? *

Don't have enough time to focus on finances Not sure what steps to take or where to start Lack visibility into where money is actually going Always in reactive mode, never proactive Tried to improve but haven't seen results

Please select your obstacle

Calculating your results...