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[ Business Health Score ]
What needs attention in the way the business is run?
Review your understanding of the numbers, financial processes and follow-through on decisions. Your answers provide discussion prompts, not a professional assessment. No email required.
10 areas
Numbers, work and follow-up
~3 minutes
Done in one sitting
Honest score
Based on your answers
Discussion prompts
Where to focus first
[ The diagnostic ]
How do things stand today?
For each area, choose the option that reflects where your business sits today.
0 / 10 answered
01
Cash flow
Clarity
I understand cash coming in, cash committed and what may be available over the next 90 days.
02
Profit and margins
Clarity
I understand which products, services or divisions contribute to profit.
03
Tax understanding
Clarity
I understand the expected tax position and when cash will be needed.
04
Business structure
Structure
The entities and ownership are reviewed when circumstances change.
05
Financial systems and processes
Structure
Our accounting information is kept current and responsibilities for it are clear.
06
Owner dependence
Structure
People know which decisions they can make and when they need the owner involved.
07
Priorities and actions
Accountability
Our priorities have agreed actions, responsibilities and dates.
08
Understanding reports
Clarity
I understand the reports and can use them when making decisions.
09
Performance and follow-up
Accountability
We review what was agreed, what happened and what changed.
10
Responsibilities
Structure
People know who is responsible for the financial work and important actions.
Your answers stay on your device. We don't capture or store them. The result is generated locally — for you.
[ Why this exists ]
Your answers are a starting point.
Most business owners don't need more information. They need an honest read of where they actually are — and the structure to do something about it.
This self-assessment does not verify your accounting records or determine the business’s financial position. A useful review needs the underlying information, your circumstances and the decisions ahead. Not every client needs the same work or meeting frequency.