Business Health Check │Jett Accounting Solutions

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Instructions

Please rate each statement below as they relate to your business 1 being “not true”, 5 being “true” Your score on each question will give you insights into where you're strong and weak.The lower your score, the more opportunity there is to improve how your business is performing in terms of profit, cash and time.Once completed, we’ll reach out to you and give you free advice (our personal recommendations) on exactly how you can do better in business, including what action to take

My bookkeeping is up to date (within 1-2 weeks) and accurate(Required)

1 - Not true	2	3	4	5 - True

My customer invoices are always paid on time (to ensure my cash flow is not at risk)(Required)

1 - Not true	2	3	4	5 - True

I understand what industry benchmarks are(Required)

1 - Not true	2	3	4	5 - True

I have financial targets in key areas developed from industry benchmarks(Required)

1 - Not true	2	3	4	5 - True

I sit down monthly to compare my results with my targets(Required)

1 - Not true	2	3	4	5 - True

From my “sit down” I create an action plan to improve my cash and profit(Required)

1 - Not true	2	3	4	5 - True

I take action from my plan and see improvements month on month(Required)

1 - Not true	2	3	4	5 - True

Cash Flow never stresses me out(Required)

1 - Not true	2	3	4	5 - True

My gross profit is pretty much where I want it to be(Required)

1 - Not true	2	3	4	5 - True

My net profit is pretty much where I want it to be(Required)

1 - Not true	2	3	4	5 - True

I don’t have any ATO debt that is stressing me out (or that isn’t being managed easily)(Required)

1 - Not true	2	3	4	5 - True

I am not drawing out more money from the business than I am making in net profit (minus cash reserves for other things)(Required)

1 - Not true	2	3	4	5 - True

I am not dipping into my own money to prop the business up(Required)

1 - Not true	2	3	4	5 - True

I have not or I am not getting into debt personally to service the business(Required)

1 - Not true	2	3	4	5 - True

I am up to date with all my employee superannuation lodgements and payment(Required)

1 - Not true	2	3	4	5 - True

I understand that employee entitlements don’t “show up” in the profit and loss or balance sheet & I am comfortable that I’ve reserved money to cover them (so I don’t end up with cash flow problems)(Required)

1 - Not true	2	3	4	5 - True

Plan

I have a simple plan for my business – I know what “optimal” cash and profit looks like and my plan is designed to take and keep me there(Required)

1 - Not true	2	3	4	5 - True

Marketing

I have a Strategic Foundation (Vision, Mission, Target Market, Core Values, Big Game)(Required)

1 - Not true	2	3	4	5 - True

I have my “method” mapped out visually – this is how you do what you do for your clients and customers in order to get an optimal result – we call it your “secret sauce recipe”(Required)

1 - Not true	2	3	4	5 - True

I have an ascending product ladder(Required)

1 - Not true	2	3	4	5 - True

I have a Marketing Playbook – this is deep dive into who you serve and what problem you solve which serves as how you speak to and serve your market (and it’s a brief for marketing agencies)(Required)

1 - Not true	2	3	4	5 - True

I have a system of keeping in touch with everyone on my database (clients, prospects, business buddies)(Required)

1 - Not true	2	3	4	5 - True

Sales

I have enough leads coming in from Marketing Activities all year around(Required)

1 - Not true	2	3	4	5 - True

I am able to respond to leads fast enough that I never lose the opportunity to quote to a competitor(Required)

1 - Not true	2	3	4	5 - True

I have a system to follow up vigorously on quotes until I get a yes or no(Required)

1 - Not true	2	3	4	5 - True

I convert 70% of quoted work to jobs (prospects to clients)(Required)

1 - Not true	2	3	4	5 - True

Productivity

I have mastered the proactive rather than reactive business mindset – I work to my own prioritised structured agenda – rather than reacting to emails, queries, notifications, telephone calls etc (I’m proactive more than reactive)(Required)

1 - Not true	2	3	4	5 - True

I spend an hour a day minimum working on the growth and stability of my business and my goals – rather than just in the business(Required)

1 - Not true	2	3	4	5 - True

On the whole I feel more like I’m moving ahead than like a hamster on wheel – busy going nowhere(Required)

1 - Not true	2	3	4	5 - True

Team

I feel like an effective Manager focussed on these 5 key areas - planning, organising, staffing, directing and controlling(Required)

1 - Not true	2	3	4	5 - True

I am extremely happy with how my team is performing(Required)

1 - Not true	2	3	4	5 - True

I have a robust recruitment process that helps me hire the right people for the right jobs(Required)

1 - Not true	2	3	4	5 - True

I have formal standard operating procedures in place which my team use and follow to ensure my business runs smoothly(Required)

1 - Not true	2	3	4	5 - True

I run a week ahead meeting – so the team can report to themselves, support one another and ensure they kick their goals during the week(Required)

1 - Not true	2	3	4	5 - True

I run a week in retro meeting – to review the week that was – to celebrate the wins, learn from the losses & to improve our processes(Required)

1 - Not true	2	3	4	5 - True

My team does not interrupt me or each other in an “unscheduled” way because we have tech and forums for this(Required)

1 - Not true	2	3	4	5 - True

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Business Health Check