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Business Health Check

"*" indicates required fields

Phone

This field is for validation purposes and should be left unchanged.

Name*

First Last

Email*

Phone*

Complete the following questions

My bookkeeping is up to date (within 1-2 weeks) and accurate*

1 - Not True

2

3

4

5 - True

My customer invoices are always paid on time (to ensure my cash flow is not at risk)*

1 - Not True

2

3

4

5 - True

I understand what industry benchmarks are

1 - Not True

2

3

4

5 - True

I have financial targets in key areas developed from industry benchmarks*

1 - Not True

2

3

4

5 - True

I sit down monthly to compare my results with my targets*

1 - Not True

2

3

4

5 - True

From my “sit down” I create an action plan to improve my cash and profit*

1 - Not True

2

3

4

5 - True

I take action from my plan and see improvements month on month*

1 - Not True

2

3

4

5 - True

Cash flow never stresses me out*

1 - Not True

2

3

4

5 - True

My gross profit is pretty much where I want it to be*

1 - Not True

2

3

4

5 - True

My net profit is pretty much where I want it to be*

1 - Not True

2

3

4

5 - True

I don’t have any ATO debt that is stressing me out (or that isn’t being managed easily)*

1 - Not True

2

3

4

5 - True

I am not drawing out more money from the business than I am making in net profit*

1 - Not True

2

3

4

5 - True

I am not dipping into my own money to prop the business up*

1 - Not True

2

3

4

5 - True

I have not or I am not getting into debt personally to service the business*

1 - Not True

2

3

4

5 - True

I am up to date with all my employee superannuation lodgements and payment*

1 - Not True

2

3

4

5 - True

I understand that employee entitlements don’t “show up” in the profit and loss or balance sheet & I have reserved money to cover them*

1 - Not True

2

3

4

5 - True

I have a simple plan for my business – I know what “optimal” cash and profit looks like*

1 - Not True

2

3

4

5 - True

I have a Strategic Foundation (Vision, Mission, Target Market, Core Values, Big Game)*

1 - Not True

2

3

4

5 - True

I have documented my “method” (how you do what you do for your clients)*

1 - Not True

2

3

4

5 - True

I have an ascending product ladder*

1 - Not True

2

3

4

5 - True

I have a Marketing Playbook (Documenting who you serve and what problem you solve)*

1 - Not True

2

3

4

5 - True

I have a system of keeping in touch with everyone on my database (clients, prospects, business buddies)*

1 - Not True

2

3

4

5 - True

I have enough leads coming in from Marketing Activities all year around*

1 - Not True

2

3

4

5 - True

I am able to respond to leads fast enough that I never lose the opportunity to quote to a competitor*

1 - Not True

2

3

4

5 - True

I have a system to follow up vigorously on quotes until I get a yes or no*

1 - Not True

2

3

4

5 - True

I convert 70% of quoted work to jobs (prospects to clients)*

1 - Not True

2

3

4

5 - True

I have a proactive business mindset (Rather than reacting to emails, queries, notifications, telephone calls etc)*

1 - Not True

2

3

4

5 - True

I spend an hour a day minimum working on the growth and stability of my business and my goals – rather than just in the business*

1 - Not True

2

3

4

5 - True

On the whole I feel more like I’m moving ahead than like a hamster on wheel – busy going nowhere*

1 - Not True

2

3

4

5 - True

I feel like an effective Manager focussed on these 5 key areas - planning, organising, staffing, directing and controlling*

1 - Not True

2

3

4

5 - True

I am extremely happy with how my team is performing*

1 - Not True

2

3

4

5 - True

I have a robust recruitment process that helps me hire the right people for the right jobs*

1 - Not True

2

3

4

5 - True

I have formal standard operating procedures in place which my team use and follow to ensure my business runs smoothly*

1 - Not True

2

3

4

5 - True

I run a week ahead meeting – so the team can report to themselves, support one another and ensure they kick their goals during the week*

1 - Not True

2

3

4

5 - True

I run a week in retro meeting – to review the week that was – to celebrate the wins, learn from the losses & to improve our processes*

1 - Not True

2

3

4

5 - True

My team does not interrupt me or each other in an “unscheduled” way because we have tech and forums for this*

1 - Not True

2

3

4

5 - True

Notes

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DingoBlu Bookkeeping

PO Box 322 Macarthur Square NSW 2560 1300 787 443 hello@dingoblubooks.com

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