Business Financial Health Check

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⚠️ This is a simple self-assessment tool — not financial advice. No personal information is collected or stored.

About Your Business

Just a few basics — takes under a minute

Business Structure

👤

Sole Trader

🤝

Partnership

🏢

Company

🏛️

Trust

How long have you been in business?

🌱

Less than 1 year

📈

1–2 years

💪

2–5 years

🏆

5+ years

Do you have an accountant?

Yes

Use one at tax time only

Do you have a business loan or commercial facility?

🏦

Yes

🚫

Do you have an existing relationship with a banker or broker?

Yes

Not sure

Business Financial Health

Be honest — this is just for you

When was the last time you had a proper financial review of your business?

Less than 6 months ago ✅

6–12 months ago ⚠️

1–2 years ago 🔶

More than 2 years ago 🔴

Never / I don't remember 🔴

Do you know your current business profit margin?

Yes, clearly

Roughly

Not really

No idea

Are you confident your business structure is still optimal for tax?

Yes

Not sure

Probably not

Never reviewed

Have any of these changed in the last 12 months?

Select all that apply

✓ 📈 Revenue significantly increased or decreased

✓ 🏦 Took on new debt or facilities

✓ 🔄 Changed business structure

✓ 👥 Hired or let go staff

✓ 🏗️ Bought or sold business assets

✓ 🚀 Planning expansion or major investment

✓ ✅ None of the above

Do you have a business financial plan for the next 2–5 years?

Yes, clear plan

Rough idea

Not really

How would you rate your cash flow management?

Excellent

Good

Could be better

Struggling

✓

Your Business Financial Health Score

Here's where your business stands

💚

Healthy

💡 Personalised Insights

📧 Draft Email

Ready to reach out? Here's a draft email you can send to your accountant, banker, or broker.

Subject: Business Financial Health Check-In

Your Name (optional, for the PDF report)

Only used for the PDF — nothing is stored.