Financial Fitness Assessment
Financial Fitness Assessment
FAQ's
What is a financial fitness assessment?
The financial fitness assessment is an evaluation of the key areas of your business’s finances and provides a snapshot of how well you are doing in each area.
What are the six key areas of financial management assessed?
The six key areas include budgeting, cash flow management, costing, debtor management, financial review, and tax management.
Can I retake the assessment to track my progress?
Yes, you are encouraged to retake the assessment
periodically to monitor improvements and adjust your financial strategies
accordingly.
How do I sign up for the free financial fitness assessment?
Just click on the button for the free assessment, complete the questions, and get your results
Who can benefit from the financial fitness assessment?
The assessment is designed for small to medium-sized businesses who want to know how well they are doing and where they could or should improve.
What information do I need to provide for the assessment?
You won’t give any sensitive or confidential information on the questionnaire. The aim is to test the level of your financial management.
Therefore, the questions are focused on the methods that you use rather than specific figures.
How long does the assessment take?
The assessment typically takes about 10–20 minutes to complete.
Is the assessment really free?
Yes, the financial fitness assessment is completely free with no hidden charges or obligations.
What happens after I complete the assessment?
You will receive a report indicating your score for each of the six key areas of financial management. You will get the option to book a consultation to discuss the outcomes or sign up for our Financial Fitness Bootcamp. Or say thank you and leave. The choice will always be yours.
Will my information be kept confidential?
Yes. All information provided for the assessment will be kept confidential and used solely for evaluating your financial management methods.
Can I get further assistance after the assessment?
Absolutely! We offer a 1-hour consultation to discuss the results of the assessment. If you want to tackle those wobbly areas of your financial management, our Financial Fitness Bootcamp is the perfect place for
you.
How often should I have a financial fitness assessment?
You can complete the assessment as often as you like. If you want to see significant improvements in these key areas, our Financial Fitness
Bootcamp is the place to be.