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Home / Small business financial health check

Small business financial health check

Eight quick questions about how your business handles its money. See your score and the first thing to fix.

Question 1 of 8How up to date are your books right now? Reconciled within the last month A few months behind I am not sure

Question 2 of 8Do you keep business and personal money in separate accounts? Always Mostly No, they are mixed

Question 3 of 8How do you set money aside for taxes? A fixed percentage moves to savings automatically I transfer some when I remember I deal with it when the bill arrives

Question 4 of 8If income stopped tomorrow, how long could the business pay its bills? Three months or more About a month A couple of weeks or less

Question 5 of 8Do you know your profit for last month? Yes, to within a few hundred dollars Roughly No

Question 6 of 8How are you paid as the owner? A regular salary or planned draw Whenever there is cash I am not really paying myself

Question 7 of 8Were you surprised by your last tax bill? No, it was what I expected A little Yes, badly

Question 8 of 8How often do you review your numbers with an accountant? Every quarter or more Once a year at tax time Never

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Alder & Finch Accounting

Calm, careful accounting for small businesses and families

Licensed CPA firm · Members of the AICPA and NCACPA

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218 Larkspur Lane, Suite 300
Asheville, NC 28801

(828) 555-0142
hello@alderfinch.example

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