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For business owners · Free self-assessment

Financial Health Scorecard

Take a clear-eyed look at the financial habits that support reliable reporting, resilient cash flow, and more confident business decisions.

8 promptsAbout 3 minutesPrivate in your browser
01Are your bank, credit-card, loan, and payroll accounts reconciled every month?
02Do you receive accurate financial reports soon enough to use them in decisions?
03Can you explain the main drivers behind your revenue, costs, and profit margins?
04Do you maintain a forward-looking cash-flow forecast and update it as conditions change?
05Can you see upcoming cash pressure before it affects payroll, vendors, or growth plans?
06Are owner, business, and personal transactions clearly separated and documented?
07Are your books reviewed for unusual balances, missing information, and tax readiness before year-end?
08Do your financial reviews end with clear decisions, owners, and next actions?

0 of 8 answered

Answer each prompt, then calculate your score for a practical next-step perspective.