BUSINESS HEALTH CHECK
To understand your business even better and how we can help you optimise your profit, cash and time wealth could you please answer each statement below as they relate to your business.
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
My bookkeeping is up to date (within 1-2 weeks) and accurate
*
Please Select
Yes
No
N/A
My customer invoices are always paid on time (to ensure my cash flow is not at risk)
*
Please Select
Yes
No
Sometimes
N/A
I understand what industry benchmarks are
*
Please Select
Yes
No
I have financial targets in key areas developed from industry benchmarks
*
Please Select
Yes
No
I sit down monthly to compare my results with my targets
*
Please Select
Yes
No
From my “sit down” I create an action plan to improve my cash and profit
*
Please Select
Yes
No
I take action from my plan and see improvements month on month
*
Please Select
Yes
No
Sometimes
Cash Flow stresses me out
*
Please Select
Yes
No
Sometimes
My gross profit is pretty much where I want it to be
*
Please Select
Yes
No
My net profit is pretty much where I want it to be
*
Please Select
Yes
No
I don’t have any ATO debt that is stressing me out (or that isn’t being managed easily)
*
Please Select
Yes
N/A
I am not drawing out more money from the business than I am making in net profit (minus cash reserves for other things)
*
Please Select
Yes
No
Sometimes
I am not dipping into my own money to prop the business up
*
Please Select
Yes
No
Sometimes
I understand that employee entitlements don’t “show up” in the profit and loss or balance sheet & I am comfortable that I’ve reserved money to cover them (so I don’t end up with cash flow problems)
*
Please Select
Yes
No
Plan - I have a simple plan for my business – I know what “optimal” cash and profit looks like and my plan is designed to take and keep me there
*
Please Select
Yes
No
Marketing – I have a system of keeping in touch with everyone on my database (clients, prospects, business friends)
*
Please Select
Yes
No
Sales – I have enough leads coming in from Marketing Activities all year around
*
Please Select
Yes
No
Sales – I am able to respond to leads fast enough that I never lose the opportunity to quote to a competitor
*
Please Select
Yes
No
Sales – I have a system to follow up vigorously on quotes until I get a yes or no
*
Please Select
Yes
No
On the whole I feel more like I’m moving ahead than like a hamster on wheel – busy going nowhere
*
Please Select
Yes
No
I feel like an effective Manager focused on these 5 key areas - planning, organising, staffing, directing and controlling
*
Please Select
Yes
No
I have formal standard operating procedures in place which my team use and follow to ensure my business runs smoothly
*
Please Select
Yes
No
I run a week ahead meeting – so the team can report to themselves, support one another and ensure they kick their goals during the week
*
Please Select
Yes
No
I run a week in retro meeting – to review the week that was – to celebrate the wins, learn from the losses & to improve our processes
*
Please Select
Yes
No
Date
-
Month
-
Day
Year
Date
Thank you for taking the time to fill out this Business Health Check and at our next scheduled meeting we will discuss further.
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