Free Company Health Assessment Free Company Health AssessmentStartpress Enter 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)? * ChooseWhat are financial statements?I’ve looked at them but I don’t really know what to do with the dataI check my profit and loss occasionally to see if I'm making moneyI review them quarterly and make small adjustmentsI have detailed reports from my accounting software that I review regularly and make decisions for my business based on the numbers 2. Profitability Tracking How often do you review your company’s profitability metrics (e.g., profit margins, net income)? * chooseWeeklyMonthlyQuarterlyAnnuallyRarely/Never 3. Cash Flow Management How would you rate your company’s cash flow management? * ChooseExcellent: We have a strong cash flow with a solid buffer.Good: Our cash flow is steady, but we occasionally experience shortfalls.Average: Cash flow is inconsistent and requires close monitoring.Poor: We frequently struggle to cover expenses. 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)? * Choose90% in, 10% on75% in, 25% on50% in, 50% on25% in, 75% on10% in, 90% on 5. Employee Productivity How would you describe the productivity of your employees? * ChooseHighly productive: They consistently meet or exceed expectations.Moderately productive: They generally perform well but could improve.Needs improvement: Productivity is below expectations and needs addressing.Unsure 6. Operational Efficiency How would you rate your company’s operational efficiency (e.g., processes, workflow)? * ChooseVery efficient: We have streamlined processes that minimize waste.Somewhat efficient: Our processes are mostly effective but could be improved.Inefficient: We experience frequent bottlenecks and inefficiencies.Unsure 7. Technology Utilization How effectively does your company use technology and software tools to manage operations? * ChooseVery effectively: We leverage technology to automate and optimize operations.Somewhat effectively: We use technology, but there’s room for better integration.Ineffectively: We struggle with outdated or inefficient technology.Unsure 8. Client Satisfaction How often do you collect and review feedback from your clients regarding their satisfaction with your services? * ChooseRegularly (after every project or interaction)Occasionally (a few times a year)Rarely (once a year or less)Never 9. Growth Strategy Do you have a clear growth strategy for the next 1-3 years? * ChooseYes, we have a detailed plan in place.Somewhat, we have general goals but lack a detailed plan.No, we do not have a clear strategy. 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) Submit If you are human, leave this field blank. ContinueSubmit Use Shift+Tab to go back