• Financial Sustainability Check-In

  • This quick Check-In asks how you see your business today across Profit, Cash & Resilience. No financial reports are needed, and “not sure” is a useful answer. You’ll receive a short summary based on your responses. It takes about three minutes.

  • Revenue size based on this assessment*

  • Profit

  • Do your sales feel dependable, coming from customers or work you expect to continue at prices you feel good about?*
  • After paying the direct costs of making your product or delivering your service (materials, supplies, hands-on labor), is there enough left over to run the rest of the business?*
  • Are your overhead costs (rent, admin staff, software, insurance, marketing) at a level your sales can comfortably support?*
  • As your sales grow, is your profit growing along with them?*

  • Cash

  • When your business makes a profit, does that money show up in your bank account the way you'd expect?*
  • Does cash generally come into the business in time to cover day-to-day expenses?*
  • Can the business comfortably make its debt payments and still have enough cash for its other needs?*
  • After paying bills, taxes, debt, and yourself, is there enough cash left to fund what's next without regularly borrowing or dipping into savings?*

  • Resilience

  • If sales slowed or a big unexpected bill came up, does the business have enough cash or available credit to keep operating?*
  • Could the business lose its biggest customer/client, a key supplier, a sales channel, a location, or one key person (including you) without serious disruption?*
  • If sales dropped for several months, could you cut costs or get out of commitments (like a lease or loan) without putting your personal finances at serious risk?*
  • If your business faced a realistic setback, could it manage through it without having to make major changes right away?*
  • Should be Empty: