Business Financial Health Evaluation

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Take a minute to assess the health of your business

Email *

My books are up-to-date through *

Today - all accounts have automated feeds

Last month-end

Last year-end

See that pile of receipts over there?

I have a clear short term and long term plan for my business and a road map to get me there *

Strongly disagree

Disagree

Neutral

Agree

Strongly agree

I am earning more through my business than I could as an employee *

Strongly disagree

Disagree

Neutral

Agree

Strongly agree

I know what factors drive my business success and I monitor them regularly *

Strongly disagree

Disagree

Neutral

Agree

Strongly agree

Which financial measures do you use to monitor your business *

Gross Margin

Operating Margin

Quick Ratio or Current Ratio

ROI (Return on Investment)/ROE (Return on Equity)

EBITDA

Other:

Required

In the event of a sudden drop in sales, how much cash do you have on hand? *

Two Weeks

Two Months

Six Months

More than six months

I'm not sure

How comfortable are you making financial business decisions?

Very comfortable, I understand the financial implications of each decision

Somewhat comfortable, I can usually make decisions without external advice

Comfortable, but I occasionally need some advice

Somewhat uncomfortable, I would love to have someone available to help

Not at all comfortable, I cringe when I need to make financial decisions

Clear selection

I have a strong financial team in place to guide my business decisions *

I have no accounting or financial expertise

I have a great CFO and accounting team

What is your businesses expected 2021 Revenue

Please provide your company name, your name, and the best way to contact you so we can provide your results *

Thank you for completing our survey. We look forward to discussing the results with you.

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