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Business - Financial Health Check

Thank you for taking the time to complete this Health Check. The following questions are designed to identify whether there is a potential fit for financial coaching. Please note, you are under no obligation from this Health Check but your feedback is invaluable to me.

Do you have a business plan?
Have you defined what ‘Success’ looks like for you and your business?
Do you have a Budget or Financial Plan?
Do you review your Budget vs Actuals at least each Quarter?
Have you identified your key Financial Metrics &/or Key Performance Indicators (KPIs)?
Do you use an Accounting System? (eg Xero, MYOB, Quickbooks)?

What are your priorities – please rank in order

  1. Business Plan

  2. Goal-setting

  3. Budget Creation or Review

  4. Cashflow Creation or Review

  5. Financial Reviews eg Quarterly

  6. I’m not sure but I think a Business Coach would assist me

Thank you for taking time out of your day to complete this Health Check.

​Depending on your situation this could be a turning point. ​I look forward to working with you. If you have indicated your interest I'll be in touch.​ Have a lovely day!​​