Financial Health Scorecard

Answer 10 quick questions about how your books are managed. No financial data required. Takes about 2 minutes.

1. Do you receive monthly financial statements (P&L and balance sheet) within 15 days of month-end?

Yes, consistently Sometimes, but not every month No, or I don't know

2. Can you look at your P&L right now and tell what your actual profit margin is?

Yes, I trust the numbers Roughly, but I'm not confident in the details No idea

3. Are your expenses categorized in a way that's specific to your business, or are they in generic buckets?

Specific and useful categories Mostly generic, but I can figure things out Generic or I'm not sure

4. Do you know exactly how much you're paying in platform fees, processing fees, and transaction costs each month?

Yes, broken out by type I see a total, but not the breakdown No, those costs are buried or invisible

5. Is your revenue recorded as net (after refunds, discounts, and chargebacks), or are those adjustments missing?

Net revenue, properly adjusted I think so, but I'm not certain Gross revenue, or I don't know

6. Do you have a consistent process for reconciling your bank and credit card accounts every month?

Yes, every account, every month Most months, but some fall behind No, or rarely

7. When tax season comes, are your books ready to hand to your CPA, or does it turn into a scramble?

Ready to go, no drama Mostly ready, but some cleanup needed It's a scramble every year

8. Do you use your financial statements to make business decisions, or do they sit in a folder untouched?

I review them and use them regularly I glance at them occasionally They sit untouched

9. If your revenue doubled next month, would your current bookkeeping process scale with it?

Yes, the systems are in place It would be rough, but manageable It would break down completely

10. Do you feel confident that your books are accurate enough to present to a lender, investor, or buyer today?

Yes, without hesitation With some cleanup, maybe Not a chance

Your Financial Health Score

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