Business Financial Health Check
Welcome! This brief questionnaire helps determine whether your business is a good fit for the assessment and ensures we have the information needed to provide meaningful financial insights. It takes about one minute to complete, and all information you provide will be kept confidential.
Name
*
First Name
Last Name
Email
*
example@example.com
Business Name
*
Years In Business
*
Less than 12 months
1 - 2 years
2-5 years
More than 5 years
Annual Revenue
*
Under $100K
$100K - $250K
$250K - $500K
$500K - $1M
Over $1M
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How is the business structured for tax?
*
Please Select
Sole Proprietor
LLC
S-Corp
Partnership
C-Corp
Not sure
What industry are you in?
*
How do you earn revenue?
*
Please Select
Recurring
Project-based
Mixed
Roughly what share of revenue comes from your largest customer?
*
Please Select
Under 10%
10–25%
25–50%
Over 50%
What payment terms do you give customers?
*
Please Select
Paid immediately
Net 15
Net 30
Net 60
Varies
How many W-2 employees besides owner?
*
How many 1099 contractors?
Any business loans or debt payments?
*
Yes
No
Roughly how much per year?
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How do you take money out of the business?
*
Please Select
Salary
Owner draws
Both
Neither yet
Do you keep personal cash reserves outside the business?
*
Yes
No
Do you make quarterly estimated tax payments?
*
Yes
No
What's your biggest financial worry right now?
Executive Practices
Do you have a written annual budget?
*
Yes
No
Do you keep a forward-looking forecast of your cash or revenue (and update it as the year unfolds)?
*
Yes
No
Do you track your key business numbers somewhere you can see them at a glance — a dashboard or scorecard?
*
Yes
No
Do you sit down and review your financial statements every month?
*
Yes
No
Do you plan for taxes during the year — not just at filing time?
*
Yes
No
Do you have a deliberate, written approach to how you price your work?
*
Yes
No
Thank you!
Thank you! Your information has been submitted successfully. Based on your responses, you qualify to continue with the Business Financial Health Check. You'll receive instructions shortly on how to securely provide your business's financial information so the assessment can be completed. Once I've reviewed your financials and assessment, I'll share my findings along with any recommendations and suggested next steps.
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One Final Step
You're almost done! Please click Submit below to send us your information.
Submit
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