Instructions: Financial Health Assessment Metrics
The scoring system is simple: each "Yes" answer is worth 1 point, and each "No" answer is worth 0 points. Once you've completed the form, your total score will reflect the following: 13-15 points: Strong financial health with minimal risk. 10-12 points: Moderate financial health, some risk. 6-9 points: At risk and requires attention. 0-5 points: Poor financial health with high risk.
Name
*
First Name
Last Name
Business Name
*
Email
*
example@example.com
Has your business been registered and operating for more than a year?
*
Yes
No
Is your monthly revenue consistent?
*
Yes
No
Are you generating a profit after covering all expenses?
*
Yes
No
Do you have enough cash flow to cover daily operations and unexpected costs?
*
Yes
No
Does your business have debt that is less than 30% of your annual revenue?
*
Yes
No
Are you consistently making timely payments on debt and bills?
*
Yes
No
Do you have assets that can be quickly converted into cash if needed?
*
Yes
No
Do you track your financial performance regularly?
*
Yes
No
Do you have a budget or financial plan for the next 12 months?
*
Yes
No
Are you actively working to improve profitability and reduce costs?
*
Yes
No
Do you have multiple sources of income for your business?
*
Yes
No
Are you managing payments to vendors and contractors without overdue debts?
*
Yes
No
Have you filed tax returns for the past three years?
*
Yes
No
Do you have adequate insurance coverage for your business (e.g., liability, property, worker's compensation)?
*
Yes
No
Do you have an emergency fund or liquid assets available for unexpected challenges?
*
Yes
No
Submit
Should be Empty: