The Business Health Check
First Name
Last Name
Email
Phone Number
Company
What is your biggest business hurdle right now (answer as many as you like)
Not sure where my money goes each month
Tax debt
Bank debt
Interest rates
Sales are down
Profits shrinking
Stuck IN the business too much and not ON it
I want to grow the business but not sure how
No defined business goals
No Hurdles, my business is smooth sailing and easy
Do you review your financial performance on a regular basis and know what makes your business tick?
Never, I am not sure what to look for
Sometimes, I am so busy and time gets away
Always, I review my reports monthly and have financial KPIs in my business
Have you considered planning for the quiet period and seasonal drops off? Planning for costs such as wages, rent etc?
Yes we are fully prepared
No, I have not even considered it
Not properly - can you help us?
Would you like to know where your money is expected to go or how much you might receive in the next twelve months?
Yes, I would love to know that!
No, I am right on top of it - I know where every cent goes
If you had to pick one, which of the below would add more value to your business?
More regular management reports so I can make faster decisions
Easy to read and understand dashboard reports- so much easier than spreadsheets
Preparing some cashflow projections would be awesome to help me plan
Tax prepping and structuring - I need to be better in this area so I know where I am at all times
Honestly - I need to be held accountable with my business finances
An accountant that asks me these questions
Do you currently have a documented succession plan or idea of how and when you want to exit the business?
Only in my mind, I have never had time to think it through
Yes I do and its all planned out
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