Free Company Health Assessment

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1. Financial Data Awareness

How confident are you in your understanding of your company’s financial statements (e.g., profit & loss, balance sheet, cash flow)?

2. Profitability Tracking

How often do you review your company’s profitability metrics (e.g., profit margins, net income)?

3. Cash Flow Management

How would you rate your company’s cash flow management?

4. Time Allocation

What percentage of your time is spent working in the business (e.g., handling day-to-day operations) verses on the business (e.g., strategy, growth, and planning)?

5. Employee Productivity

How would you describe the productivity of your employees?

6. Operational Efficiency

How would you rate your company’s operational efficiency (e.g., processes, workflow)?

7. Technology Utilization

How effectively does your company use technology and software tools to manage operations?

8. Client Satisfaction

How often do you collect and review feedback from your clients regarding their satisfaction with your services?

9. Growth Strategy

Do you have a clear growth strategy for the next 1-3 years?

10. Business Challenges

What are the top three challenges currently facing your company? (Select up to three)

Cash flow management

Inaccurate/Non-existent financial data

Employee retention and recruitment

Client acquisition and retention

Operational inefficiencies

Competition in the market

Technology and tools

Regulatory compliance

Other (please specify)Other (please specify)

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