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FinAce Advisors Assessment

Financial Health Checkup

Evaluate your business financial strength, cash-flow discipline, compliance status, reporting quality, automation level, and internal control maturity with a professional downloadable report.

01
22-Point AssessmentStructured financial health questions for business review.
02
Instant Score ReportDynamic score, status, highlights, risks, and next steps.
03
PDF DownloadProfessional report output ready for client sharing.

Start Your Business Financial Health Review

Fill the business details and answer each question. After submission, the page will generate a premium report with score breakdown, improvement areas, risks, and recommended next steps.

100Maximum Health Score
06Financial Review Sections
01

Bookkeeping & Accounting

Records + Accounting Control
4 Questions

1. How frequently is your bookkeeping updated?

2. Which accounting system do you use?

3. Are bank reconciliations performed regularly?

4. Are debtor and creditor balances reviewed regularly?

02

Cash Flow Management

Liquidity + Collection Planning
4 Questions

5. Do you maintain a cash flow forecast?

6. Emergency cash reserve available?

7. How are customer collections tracked?

8. Are vendor payments planned systematically?

03

Global Tax & Compliance

Tax, Audit + Statutory Discipline
5 Questions

9. Tax returns and statutory filings submitted on time?

10. Tax or regulatory notices received in last 12 months?

11. Are statutory dues reconciled regularly?

12. Compliance responsibility clearly assigned?

13. Audit & tax review documentation maintained?

04

Automation & Technology

System Automation + Approval Flow
3 Questions

14. How automated is your invoicing process?

15. Do you use business dashboards or MIS tools?

16. Are financial approvals digitized?

05

MIS & Reporting

Review Rhythm + Decision Data
3 Questions

17. How frequently does management review reports?

18. Profitability tracked by service/product/client?

19. Budgets compared with actuals regularly?

06

Profitability & Internal Controls

Controls + Financial Reliability
3 Questions

20. Formal approval system for expenses?

21. Confidence in financial data accuracy?

22. Financial fraud prevention controls implemented?

Generate Financial Health Report

Once all questions are completed, click below to calculate your score and create the downloadable PDF report.

Financial Health Checkup Report

Smart Insights. Stronger Finances. Sustainable Growth.

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Business Name-
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Overall Score0 / 100
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Completed Highlights

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    Score Breakdown

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    Areas To Improve

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      Risks Identified

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