Financial Health Check

We will provide a once-off free financial health check for your business.

If you meet our selection criteria, we’ll ask you a series of questions to answer online (this will take a few minutes). After analysing your responses, we will compile a free report highlighting the overall health of your business finances as well as any areas that can be improved on.

Our methodology has been designed specifically to find out how well your business is performing across core metrics.

For your free health check start here

    Annual revenue*
    above $300kbelow $300k

    We have a clear strategic plan for the business fully supported by a financial forecast.
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    We have a monthly meeting to track and discuss our monthly financial performance covering forecast, targets and budgets.
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    The business produces forecasts for both profit & loss and cash flow and reviews quarterly projections and priorities.
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    We are up-to-date with accurate lodgements and payments of BAS, PAYG, Superannuation and Payroll Tax.
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    Our bank and credit cards are reconciled on a weekly basis and entered into our accounting system.
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    We have difficulty collecting cash from our customers.
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    Our business understands, and has access to the many sources of capital that is available, including Government Grants.
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    We understand what our break even position is.
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    We are clear on the profit margin we are making and understand who our most profitable customers are.
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    We understand the value of our business, we are clear on the levers that grow that value and we can easily explain our valuation method to a third party, should it be required.
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