Your Finances, Moving Forward

Let’s Talk About Your Numbers

Financial Health Score

First-version assessment

Answer ten quick questions to get a practical snapshot of how much clarity your current bookkeeping process gives you.

Your answers are calculated in your browser and are not submitted or stored. This score is educational only and is not accounting, tax, legal, or financial advice.

1. How current are your books?
2. Are bank and credit-card accounts reconciled every month?
3. Do you know whether the business was profitable last month?
4. Can you estimate the next eight to twelve weeks of cash flow?
5. Do you review a profit and loss statement, balance sheet, and cash-flow information?
6. Are business and personal transactions fully separated?
7. Are unpaid customer invoices and upcoming bills easy to see?
8. Are your books ready for your tax professional at year-end?
9. Do your bookkeeping systems match how your business actually operates?
10. Do your financial reports influence hiring, pricing, purchasing, or growth decisions?