Business Financial Health Checklist

Business Financial Health Checklist

Know your numbers. Protect your future.

How financially healthy is your business—really? Sometimes it’s hard to know without a clear framework. That’s why we’ve developed the Business Financial Health Checklist, a simple but powerful tool to help you assess your current financial position and take action where it matters most.

This free downloadable checklist walks you through the key areas every business should monitor—giving you clarity, confidence, and control over your financial wellbeing.

Use this checklist to:

  • Identify strengths and weaknesses in your financial management
  • Spot early signs of cashflow pressure or inefficiencies
  • Review key metrics like margins, overheads, and debt levels
  • Make informed decisions to strengthen your business foundations

Whether you're preparing for growth, seeking investment, or just want greater peace of mind, this checklist is your first step to improving financial clarity and performance.