• The Rooted Soul — Rooted Business Health Assessment 🌿

    Rooted in Purpose. Grounded in Numbers.

  • Is your business as grounded as the work you're called to do? You may be incredible at what you do — and still feel uncertain about the business behind it. This assessment helps you step out of the day-to-day for a few minutes and look honestly at the foundation supporting your business. There are no perfect scores. The goal is clarity. It takes about 5 minutes.

  • HOW TO USE THIS ASSESSMENT — For each statement, give yourself a score. 3 ROOTED: Yes. This is established, current, and working well. 2 GROWING: Mostly. I have something in place, but it needs attention. 1 NOT SURE: I'm not confident this is being handled correctly. 0 NOT YET: I haven't addressed this yet. Your section score appears at the bottom of each page as you go.

  • 🌿 ROOT 1 — BUSINESS FOUNDATION

    Is your business built on solid ground?
  • 3 = ROOTED · 2 = GROWING · 1 = NOT SURE · 0 = NOT YET
  • My business is operating under the appropriate legal structure for where I am today.*
  • I understand the difference between my business entity and my tax treatment—and why mine makes sense for me.*
  • I have identified and obtained the state, county and/or local licenses, permits and registrations required for my business.*
  • My business finances are completely separated from my personal finances.*

  • 🌱 ROOT 2 — FINANCIAL CLARITY

    Do you actually know what your numbers are telling you?
  • 3 = ROOTED · 2 = GROWING · 1 = NOT SURE · 0 = NOT YET
  • I can tell you approximately how much revenue my business generated last month without checking my bank balance.*
  • I know approximately how much it costs each month to operate my business.*
  • I know whether my business is truly profitable—not simply whether there is money in the bank.*
  • I understand how much revenue my business needs each month to cover expenses and pay me appropriately.*

  • 🌿 ROOT 3 — BOOKKEEPING & TAX READINESS

    Could your financial records withstand closer examination?
  • 3 = ROOTED · 2 = GROWING · 1 = NOT SURE · 0 = NOT YET
  • My bookkeeping is current rather than something I catch up on at tax time.*
  • My bank and credit card accounts are reconciled regularly.*
  • Business income and expenses are categorized accurately enough that I trust my financial reports.*
  • I have a system for receipts, supporting documents and financial records instead of searching for them when they're needed.*

  • 🌱 ROOT 4 — MONEY & DECISION-MAKING

    Are you running your business from numbers—or from your bank balance?
  • 3 = ROOTED · 2 = GROWING · 1 = NOT SURE · 0 = NOT YET
  • I intentionally set aside money for taxes rather than hoping enough will be available when taxes are due.*
  • I have a clear method for determining what I can safely pay myself.*
  • My pricing is based on the economics of my business—not primarily on what other practitioners charge or what I think clients will tolerate.*
  • I review financial information before making meaningful spending, pricing or growth decisions.*

  • 🌳 ROOT 5 — SUSTAINABILITY & GROWTH

  • 3 = ROOTED · 2 = GROWING · 1 = NOT SURE · 0 = NOT YET
  • I have a financial goal for my business for the next 12 months.*
  • I know which of my services or offerings are most financially valuable to my business.*
  • I regularly step into the role of CEO and review the financial health and direction of my business.*
  • If my business grew significantly over the next six months, my financial systems could support that growth without creating chaos.*

  • Results and Contact Details

  • Enter your details and your full Rooted Business Score will appear on the next screen — and land in your inbox.
  • Format: (000) 000-0000.
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