Smashing Numbers Financial Assessment
A thriving business doesn’t happen by accident. It's built with clarity, intention, and consistent financial habits. This assessment is designed to help you pause, reflect, and understand how well your current financial practices are supporting your business and your life. Using the principles of the Profit First Cash Management Process and proven business strategies, you’ll evaluate how closely your financial practices align with predictable cash flow, profitability, and long term sustainability. For each statement, rate where you are today on a scale of 1 to 10. Your responses will reveal the extent your financials help you make decisions in your business, and how clearly your numbers are guiding you toward a business that supports your lifestyle. Once complete, you will see your total score. A score of 85 or higher means congratulations, you’re well on your way to building a thriving, financially healthy business. If your score falls below 85, not to worry, it’s an opportunity. We invite you to schedule time with us to review your results, uncover gaps, and implement simple, strategic processes to accelerate your path to cash flow clarity and a business that supports your life. Because your business should fund your dreams, not drain them.
Rating Statement
Rows
Never 2
Rarely 4
Sometimes 6
Often 8
Always 10
When you analyze your sales trends, you see consistent growth year over year.
When you review your sales trends month over month, you see fluctuations that need attention.
You can clearly identify what clients are the most profitable.
You are able to rank your products from highest to lowest profitability.
You’ve updated your product pricing within the past twelve months.
You have analyzed your cost of goods sold and operating expenses and eliminated those that do not contribute to your strategic goals.
You are using the Profit First Cash Management process in your business.
You are using the Profit First recommended Targeted Allocated Percentages (TAPS) to fund your bank accounts.
You are building cash reserves to fund seasonal low points and surprise or unforeseen expenses.
You consult with your cash flow advisor or accountant, about your financial position on a monthly basis.
Name
First Name
Last Name
Business Name
Email
example@example.com
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