Business Health Check

1

Full Name* This field is required.

First Name

Last Name

2

Phone / WhatsApp Number* This field is required.

Please enter a valid phone number.

3

Email Address* This field is required.

example@example.com

4

Preferred Contact Method* This field is required.

Phone Call

Email

5

What stage best describes you?* This field is required.

I have a business idea but have not started

Operating but not registered

Newly Registered business (less than 1 year)

Growing Business (1-3 years)

Established business (4 + years)

6

Tell Us About Your Business Idea* This field is required.

7

Is your business registered?* This field is required.

Yes

No

Not sure

8

Business Name

9

Parish/ Business Location* This field is required.

10

How long have you been operating?* This field is required.

Not started yet

Less than 1 year

1–3 years

3–5 years

Over 5 years

12

Describe the product(s)/ service(s) you offer:

13

Would you like assistance registering?* This field is required.

Yes

No

14

Do you have a separate business bank account?* This field is required.

Yes

No

15

Do you file business taxes?* This field is required.

Yes, consistently

Occassionally/behind

No

I need guidance

16

Are your business records updated?* This field is required.

Yes

No

Somewhat

17

How do you currently track your finances?* This field is required.

Notebook/manual records

Excel

QuickBooks

Other software

I don’t track consistently

My accountant/bookkeeper does it

18

Do you know your monthly profit?* This field is required.

Yes, I review it regularly

No, Im not sure

I have an estimate

19

How often do you review financial reports?* This field is required.

Monthly

Only when needed

Quarterly

Never

20

On a scale of 1-5, how confident are you that your business records, compliance, and financial systems are where they should be?* This field is required.

1 = I Need Support - (I'm unsure where my business stands and need help getting organized)

2 = Getting Started - (I have some things in place, but there are several ideas that need improvement)

3 = Making Progress - (My business is operating, but I know better systems and guidance would help me grow)

4 = Almost There - (I have good systems in place but would like to improve efficiency and decision making)

5 = Growth Ready - (My business is organized, compliant, and ready for the next level)

21

Based on your assessment, what would you like to improve first?* This field is required.

Business Structure and Registration

Accounting Systems

Financial Reporting

Tax Compliance

Business Processes

Growth Planning

Other

22

How would you like Lee-Aamir Business Consultants to assist you?* This field is required.

Schedule my complimentary Business Health Review

Help me organize my accounting & financial systems

Assist with Quickbooks setup/ improvement

Help me to stay compliant

Provide ongoing monthly business support

Help me start or structure my business

I'm just exploring

23

When would you like to start improving your business systems?* This field is required.

Immediately

Within 30 days

Within 3 months

Just gathering information

24

Business Health Score

25

🔴Foundation BuilderScore: less than 40 Your business has potential, but important systems need strengthening. Recommended Focus: * Registration & structure * Compliance * Record organization Recommended Next Step: Business Health Review + Setup Action Plan

26

🟡 Systems Builder Score: 40–69 Your business foundation is in place, but your systems may need improvement to support consistent growth. Recommended Focus Areas: ✔️ Accounting processes ✔️ Financial tracking ✔️ Tax compliance routines ✔️ Business organization Recommended Next Step: ➡️ Business Systems Improvement Plan Let’s strengthen your accounting, compliance, and reporting systems so you can make better business decisions.

27

🟢 GROWTH READYScore: 70–89 Your business has good systems in place and is preparing for the next level of growth. Recommended Focus Areas: ✔️ Performance reporting ✔️ Financial analysis ✔️ Process improvements ✔️ Planning for expansion Recommended Next Step: ➡️ Business Growth Advisory Session Review your numbers, identify growth opportunities, and develop strategies to improve profitability and efficiency.

28

🏆 STRATEGIC GROWTHScore: 90+ Your business has strong systems and is positioned for continued success. Recommended Focus Areas: ✔️ Advanced reporting ✔️ Strategic planning ✔️ Process automation ✔️ Long-term financial strategy Recommended Next Step: ➡️ Ongoing Business Advisory Partnership Continue building with professional support, better insights, and proactive strategies to maximize growth.

29

Business Health Category

30

Financial Tracking Score:

31

Are you ready for your results?

Yes