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10 Questions, 3 Minutes
Business Health Check
Answer honestly. You'll get a letter grade plus the three fixes that will move the needle most.
- 01
Your books are reconciled through last month.
- 02
Business and personal finances are in separate accounts.
- 03
You review a P&L and balance sheet every month.
- 04
You have at least 2 months of operating expenses in reserve.
- 05
Fewer than 10% of receivables are 60+ days past due.
- 06
You know your gross margin by service or product line.
- 07
1099s, W-2s, and sales tax filings are current.
- 08
Your net income covers debt payments at least 1.25x.
- 09
You've raised prices or reviewed pricing in the last 12 months.
- 10
Two people (or you + software) approve/review all payments.
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