Small Business Financial Health Check

A quick check-in for the numbers behind your business.


What is this?
This quick check-in helps you look at five areas of your business finances: accounts, transactions, income, profit, and cash flow.

How to use it
Review the questions on the front, then complete the 20-point self-assessment on the back. Use your results to identify an area that may deserve a little attention.


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Want a copy for your desk? Here’s the PDF

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Month-End Bookkeeping Checklist

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Bookkeeping Organization Checklist