Financial Health Check Quiz

A quick, low pressure way to check in on the financial side of your business. In just a few minutes, you’ll reflect on areas like cash flow, profit, debt, and planning and get a clearer view of where you might want to focus next.

How Financially Fit Is Your Business?

Running a business isn’t just about bringing in sales, it’s about making sure the money works for you. That means steady cash flow, manageable costs, and feeling confident in your numbers. But how do you know if everything’s running as smoothly as it should?

Take our quick Financial Health Check Quiz to get a general sense of how things are going, and some practical suggestions to consider.

Bright pink stethoscope resting on printed financial charts with bar graphs and data, framed by a colourful circular graphic.

What to expect

1. Answer a few quick questions

2. Get your Financial Health Score straight away

3. Receive practical suggestions that might help you think differently about your business finances

Why take the quiz?

  • Get a general feel for how your business finances are holding up

  • Pick up on areas that might be working well or need a closer look

  • Reflect on what small changes could make a meaningful difference

  • It’s fast, easy, and jargon-free, you’ll be done in under 3 minutes
Selina from The Business Bookkeeper

What we look at

Cash is king

It’s not just about profit, timing matters. This section looks at how smoothly money flows through your business: are you getting paid in time to pay your bills? Could you handle an unexpected cost?

Are you making money?

We check whether your business is turning a healthy profit after covering essentials like rent, materials, and team costs. It’s about understanding your margins and what they’re telling you.

Everyday cash check

Do you have enough readily available cash to keep things ticking over? This section encourages you to think about whether your day to day cash flow can handle short-term demands.

Debt check

Borrowing can be smart, but it needs to be balanced. This section explores how your debt stacks up against your business assets, and whether it’s helping or hindering your progress.

Goals and planning

We finish by looking at the bigger picture, are you working towards clear financial goals, and do you have support in place to make solid decisions along the way?

Frequently Asked Questions

Quiz FAQs

This quiz is for all business owners, whether you’re a sole trader, limited company director, freelancer, or managing a growing team. If you’re curious about how your finances are doing and open to exploring a few ideas, this quiz is a good place to start.

Less than 3 minutes from start to finish.

Absolutely. It’s designed for business owners across sectors and stages.

You’ll get your score instantly, along with suggestions that could help you reflect on your current setup and consider what might work better for your business.

After completing the quiz, you’ll receive your personalised Financial Health Score. You’ll also get a snapshot of your business’s current financial strengths and any potential gaps. Finally, we’ll give you some simple and realistic next steps you can take to improve your financial foundations.

Selina Orleans-Foli, headshot

Want to talk It through?

If you’d like to chat about your results or explore how we can support you with your business finances, we’d be happy to help.