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Small Business Financial Health Scorecard

Rate yourself across 8 key areas. Get your score, see where you stand, and walk away with a personalized action plan.

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  1. 1.Cash Flow

    Do you have a clear view of money in and out each month?

    Cash Flow rating

  2. 2.Tax Preparation

    Are you setting aside estimated taxes and filing on time?

    Tax Preparation rating

  3. 3.Bookkeeping

    Are your records current and reconciled monthly?

    Bookkeeping rating

  4. 4.Profit Margins

    Do you know your gross and net profit margins?

    Profit Margins rating

  5. 5.Business Structure

    Is your entity type optimized for your taxes and liability?

    Business Structure rating

  6. 6.Emergency Fund

    Do you have 3–6 months of operating expenses saved?

    Emergency Fund rating

  7. 7.Debt Management

    Is business debt structured and under control?

    Debt Management rating

  8. 8.Financial Goals

    Do you have a written budget and a growth plan?

    Financial Goals rating
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