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Business Health Check

Take Our Free Business Health Check

Running a successful business isn't just about staying compliant.

It's about understanding how your business is performing, identifying opportunities for improvement and planning confidently for the future.

Our free Business Health Check has been designed to help business owners assess the financial and operational health of their business.

In just a few minutes, you'll receive personalised recommendations based on your answers.

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THE APPLICATION PROCESS

Why Complete The Assessment?

Whether you've been in business for six months or twenty years, taking time to review your business can highlight opportunities you may not have considered.

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Our assessment has been developed around the areas we discuss most frequently with business owners.

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It isn't a test.

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​It's a practical business review designed to help you identify strengths, potential risks and opportunities for growth.

Your Business Assessment

Business Health Check

Industry
Annual Turnover
Number of Employees
Financial Management
Do you prepare monthly management accounts?
Yes
No
Do you know your monthly gross profit?
Yes
No
Do you monitor cash flow every month?
Always
Sometimes
Rarely
Do you work to an annual budget?
Yes
No
Do you regularly forecast future income?
Yes
No
Do you know your business break-even point?
Yes
No
Do you review your pricing regularly?
Quarterly
Annually
Never
Do you know which services generate the highest profit?
Yes
No
Business Growth
Do you have a written business plan?
Yes
No
Do you review your business goals regularly?
Monthly
Quarterly
Annually
Never
Do you have KPIs for your business?
Yes
No
Do you know your client acquisition cost?
Yes
No
Do you know your average client value?
Yes
No
Do you actively monitor business performance?
Yes
Sometimes
Rarely
Operations
Are your financial processes documented?
Yes
No
Do you have regular meetings to review business performance?
Weekly
Monthly
Quarterly
Never
Are your financial reports easy to understand?
Yes
Mostly
No
Do you have a clear growth strategy?
Yes
No
Do you currently receive proactive advice from your accountant?
Yes
Occasionally
No
Ready to Improve Your Business Health?

Let's Start The Conversation.

Book a complimentary Business Review with one of our advisers and we'll discuss your results in more detail.

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