Financial health check
How clear is the financial picture in your business?
Five statements about how you run the numbers. Score each one honestly and you'll get a read on where the business is exposed, what's already working, and what to do about it first.
- TakesAbout two minutes
- You getA score out of 15, your strengths, and a priority to act on
- PrivacyYour answers stay in your browser — nothing is sent or stored
Your result
How each area scored
Each area is scored from 0 to 3. Fuller and greener is better.
Where to focus
What's already working
Keep a copy
Download it as a PDF to keep, share, or bring to a conversation with us.
Talk it through with us
A score is a starting point, not a plan. The useful conversation is the one about why a particular area looks the way it does — and that's rarely something a form can work out.
Bring your result to us and we'll tell you what we'd do first.
This tool gives a general indication based on your own answers. It is not regulated financial advice and shouldn't be relied on as the basis for a business decision on its own. For advice specific to your circumstances, speak to us or to a suitably qualified adviser.