Financial Checkup

How healthy is your business?

Find out in 4 minutes.

Begin Checkup Financial Checkup
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Financial Health

(Check all that apply)
Do you feel confident in your business’s finances?
Do you know what your profit margins typically are?
Do you create and follow a formal budget?
Are your tax filings and estimated payments current and accurate?
Does your business maintain at least 3 months of operating cash on hand?

Operational Efficiency

(Check all that apply)
Are your bookkeeping records updated at least monthly?
Do you have a fixed asset list?
Do clients typically pay your invoices within 30 days?
Do you have a strategy in place for managing vendor payments?
Is your payroll processed accurately and on time every pay period?

Growth & Strategy

(Check all that apply)
Has your revenue grown over the past 12 months?
Do you set specific financial or operational goals for your business?
Do you (the owner) receive a consistent and reasonable level of compensation?
Do you see your business continuing to operate 15 years from now?
Do you know which areas of your business need improvement?

Risk & Compliance

(Check all that apply)
Is your legal entity type (e.g., LLC, S Corp) still the best fit for your business?
Do you have current insurance coverage for liability, property, and cyber risk?
Are all business licenses, permits, and registrations current?
Do you separate your personal expenses from your business expenses?
Do you keep documentation for your transactions?
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Strong Business Foundation

High five—you’re crushing it! Businesses that scored Excellent on the Financial Health Checkup have their numbers dialed in and systems running like a well-oiled machine.

You’re proactive, strategic, and ready for whatever’s next. Even the best can benefit from a second set of eyes—Method Professional Solutions is here to help you fine-tune, optimize, and grow with confidence. We offer CPA services as well as digital solutions.

Some Areas Need Attention

You’re on solid ground—great job! Businesses scoring Good have a strong financial foundation, with just a few tune-ups needed to hit peak performance.

Maybe it's refining your reporting, tightening your tax strategy, or planning a stronger future. That’s where Method Professional Solutions can step in to help you from good to exceptional—with friendly, expert guidance tailored to your goals.

Strategic Improvement Needed

You’ve got the basics down, but there’s room to grow. A Fair score means your business might be operating a bit on the fly—some wins, some misses.

Don’t worry, that’s what we’re here for! At Method Professional Solutions, we specialize in turning “getting by” into “getting ahead” with smart bookkeeping, tax strategies, and planning that actually makes sense for real business owners.

Business May Be at Risk

Hey, we get it—running a business is a lot. A Caution score means it’s time to hit pause and get your financial house in order before bigger issues arise.

The good news? It’s fixable—and you don’t have to do it alone. Our team at Method Professional Solutions helps business owners like you build strong financial systems from the ground up, so you can stop stressing and start thriving.

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