1-Minute Financial Health Quiz & 3-Step Action Plan

Quiz Questions

• 1.
  How would you describe your current financial systems (bookkeeping, reporting, reviews)?

  • A.
    I have accurate monthly bookkeeping, review reports regularly, and make decisions based on them
  • B.
    My books are current and I occasionally review financials
  • C.
    I have a bookkeeper, but I don’t review the numbers regularly
  • D.
    I don’t have a reliable system — things get done when they can
• 2.
  What best describes your profitability over the last 12 months?

  • A.
    I consistently generate profit, and I have clear drivers for why that happens
  • B.
    I’m profitable most months, and I have a general idea why
  • C.
    I’m usually profitable, but it fluctuates and feels inconsistent
  • D.
    Some months are profitable, others are not — I can’t predict it
• 3.
  Which of the following best describes your business’s cash flow?

  • A.
    I have predictable cash flow and proactively manage cash inflows and outflows
  • B.
    I usually have a cash cushion, but it’s not tracked closely
  • C.
    I get by month-to-month, but sometimes feel squeezed
  • D.
    Cash flow is tight — I often delay expenses or transfers
• 4.
  How much cash does your business have saved for emergencies or slow months?

  • A.
    5 or more months of operating expenses
  • B.
    3 to 4 months of operating expenses
  • C.
    1 to 2 months of operating expenses
  • D.
    Less than 1 month of operating expenses
• 5.
  What best describes your business’s current debt situation?

  • A.
    I have minimal debt or a clear strategy with scheduled payoff
  • B.
    I have manageable debt with a general plan to reduce it
  • C.
    I’m making payments but not sure when I’ll be debt-free
  • D.
    I have high-interest debt and no clear plan to pay it off

Quiz Outcomes

• 1.
  High Risk Zone

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  Your financial foundation is weak. You're exposed to cash flow stress, unclear reporting, or unsustainable debt. You can start taking control of your money today. Check your email for your customized 3-Step Action Plan!
• 2.
  Vulnerable but Fixable

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  You’ve got pieces in place but lack consistency. It’s time to get more intentional about systems, cash flow, and planning. You can start taking control of your money today. Check your email for your customized 3-Step Action Plan!
• 3.
  Stable with Opportunity

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  Your business is on solid footing, but small changes could lead to major improvements in profitability and peace of mind. Today can be the day you start taking your business to the next level. Check your email for your customized 3-Step Action Plan!
• 4.
  Financially Thriving

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  You’re in control of your money and have systems that support growth. Now focus on optimization and scaling confidently.Check your email for your customized 3-Step Action Plan!