Financial Self-Assessment for Business Owners

Running a business is hard enough without feeling unsure about your finances.  Use this assessment to understand the story behind your numbers and identify opportunities to improve profitability, cash flow, and financial confidence.

This practical quiz will help you understand your current financial habits and to dentify gaps and risks

Before You Begin

This is not an accounting exam and you do not need to be “good with numbers”
to complete this assessment.

How to Use This Checklist

For each statement:

• Check YES if this is something you currently do consistently
• Check SOMETIMES if you do it inconsistently
• Check NO if it’s not currently happening in your business

Scoring

• YES = 2 points
• SOMETIMES = 1 point
• NO = 0 points

At the end, we’ll email you your results.

To start, please enter your contact information: