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Home
About Us
Services
Blog & Resources
Testimonials
Contact Us
Client Files
Checklists
Business Health Check
Business Health Check
Name *
Email *
Contact Number
Business Name *
What Industry is Your Business in?
How many years has your business been established?
Website
Number of employees
1. Do you have an accounting / bookkeeping system in place that you are comfortable / satisfied with?
Yes
No
2. Do you have a budget and projected cash flow forecast for the next 12 months?
Yes
No
3. Do you know what your break even point is?
Yes
No
4. Do you have a good understanding of your gross profit and net profit?
Yes
No
5. Do you have a process in place for monitoring and collecting money from your customers?
Yes
No
6. Do you have a process in place for monitoring and paying your suppliers?
Yes
No
7. Are you up to date with your lodgements and payments to the Australian Taxation Office (ATO)?
Yes
No
8. Are you keeping up with your employer obligations (e.g. PAYG Withholding; Superannuation; WorkSafe; and Payroll Tax)?
Yes
No
9. Do you regularly review your prices?
Yes
No
10. Do you speak to your accountant on at least a quarterly basis?
Yes
No
11. Do you have a business plan?
12. Have you developed any Key Performance Indicators (KPI)?
13. Do you engage in annual tax planning with a view to reducing your tax liabilities?
14. Do you know the balance of your superannuation and where it is invested?
15. What are your short-term business goals?
16. What are you long term business goals?
17. What are the main frustrations that you experience from your business?
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