M
Massarree

The Financial Health Check

Fifteen questions that reveal whether your books are built to file a tax return — or to actually run your business.

How this works. Answer honestly — nobody sees this but you, and a flattering score helps you not at all. It takes about six minutes. At the end you'll get a score out of 30, a breakdown across five areas, and a specific read on what to fix first.

One thing worth saying up front: almost every owner scores badly on at least one domain, and most score badly on two. That isn't a judgment on how you run your business. It reflects the fact that small-business accounting is built by default for tax compliance, and nobody ever set it up to answer operating questions. That's a design problem, not a competence problem — and design problems are fixable.

ADo you know if you're making money?

The most common blind spot, and the most expensive.

BAre your books built for the right purpose?

Whether the system underneath can answer a question at all.

CIs your revenue what it looks like?

Where reported revenue and real revenue quietly diverge.

DCan you answer the questions that matter?

What happens when a lender, a buyer, or a partner asks.

EAre you deciding on evidence?

Whether the numbers reach the decisions.

Answered
0 / 15
Your score: 0 / 30

·Where you stand, by area

What to do first

Want the fixes, not just the score?

I send one email a week to owner-operators: how to read your own numbers, what buyers actually look at, and the mistakes that quietly cost the most. No pitch, no fluff.