Your financial health check
This check looks at four things that decide how confident and in-control you feel about money in your business:
Business financial health
Is the business making money and holding enough cash?
Job & cost control
Do you know which jobs and products actually make money?
Financial system health
Are the books, tools, and processes behind your numbers solid?
Financial clarity
Do you understand and trust your numbers when you decide?
No financials to upload. No bank logins, no statements, nothing sensitive. You answer everything from what you already know, in about 3–5 minutes.
Answer honestly. There are no wrong answers, and a lower score just points to where the quickest wins are.