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Free · About 5 minutes

The Small Business Health Check

A short, friendly quiz that shows how healthy your finances, systems, and workflows really are.

What it is

10 quick questions about your numbers, processes, and time.

How long

About 5 minutes. No financial documents needed.

What you'll get

An instant score, plus a breakdown across three areas of your business.

Question 1

Financial Clarity

1. My books are up to date within the last 30 days.

Question 2

Financial Clarity

2. I know how much profit my business made last month.

Question 3

Financial Clarity

3. Business and personal money are kept in separate accounts.

Question 4

Financial Clarity

4. I can predict my cash flow for the next 1–3 months.

Question 5

Operational Clarity

5. My key processes are written down somewhere others can follow.

Question 6

Operational Clarity

6. I could take a week off without things falling apart.

Question 7

Operational Clarity

7. I have a regular time each week or month to review my business.

Question 8

Intelligent Workflows

8. Invoicing and payment reminders happen automatically.

Question 9

Intelligent Workflows

9. My tools talk to each other, so I don't have to type the same thing twice.

Question 10

Intelligent Workflows

10. I use automation or AI to save time on repeat tasks.

Where should we send your results and answers?