Start Your Business Health Check

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Thanks [[first_name]] — let's keep going. How would you describe your business growth in the last 12 months?

A) We've gone backwards or flatlined

B) Slight growth but not reliable

C) Moderate and steady growth

D) Strong and consistent growth

[[first_name]], Do you have a plan or strategy for growing the business?

A) No plan at all

B) I’ve got some goals in my head

C) I’ve written a basic plan I check occasionally

D) I have a clear, documented growth plan I review regularly

How consistent is your lead generation [[first_name]]?

A) It’s mostly word of mouth or luck

B) We do the occasional promotion

C) We use a few regular marketing channels

D) We have automated systems generating consistent leads

How regularly do you review your business performance or goals?

A) Almost never

B) When I feel something is off

C) I check every few months

D) I review performance monthly or more

Alright [[first_name]], How often do you look at your profit and loss or financial reports?

A) Rarely – I just check the bank accoun

B) Once or twice a year with my accountant

C) Every few months

D) Monthly or more

How well do you understand your costs and margins?

A) No idea

B) I have rough estimates

C) I know my key costs and have adjusted pricing before

D) I track margins and adjust regularly

Do you know which products/services are the most profitable?

A) No clue

B) I have a rough idea

C) I know which are better but don’t act on it much

D) I make decisions based on profit data

How confident are you in your pricing strategy?

A) I just try to be cheaper than the competition

B) I copy others in the industry

C) I price based on costs plus a margin

D) I price based on the value we deliver and desired profit

When do you usually think about tax?

A) At tax time only

B) A few months before EOFY

C) I do some planning annually

D) I plan tax with an advisor across the whole year

How confident are you that you're claiming all available deductions?

A) I’m probably missing a lot

B) I claim the obvious ones

C) I try to keep records and claim most

D) I work with a professional to ensure maximum deductions

Do you use legal strategies to reduce your tax (e.g. super, trust, asset purchases)?

A) No

B) I’ve heard of some but haven’t acted

C) I’ve tried one or two things

D) Yes, I use a clear strategy advised by professionals

Do you know your upcoming tax obligations and prepare for them?

A) No – I usually scramble to pay

B) I get reminded and pay late

C) I plan for major payments but not all

D) I budget ahead and have no surprises

Do you know what your current business structure is?

A) No idea

B) Sole trader but never reviewed it

C) I know, but not sure if it’s ideal

D) Yes – reviewed and chosen with advice

Have you been advised how your structure affects tax, risk, and profit?

A) No

B) Some advice long ago

C) I’ve looked into it a little

D) I’ve had expert advice and act on it

Is your structure protecting your assets and reducing risk?

A) I don’t know

B) I doubt it

C) Some protections are in place

D) Fully protected through appropriate setup

Are you confident you’re meeting all compliance requirements (ASIC, GST, BAS, etc.)?

A) Not confident at all

B) Sometimes fall behind or unsure

C) Mostly, but I check reactively

D) Yes – I track and review compliance regularly

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Disclaimer: The information provided in this survey is of a general nature and does not constitute accounting, taxation, or financial advice. Your responses will help us understand your current business situation and may be used to offer general guidance or recommend a complimentary, no-obligation review with a qualified adviser. We do not guarantee specific outcomes, as results will vary depending on your business circumstances and applicable regulations. By submitting this form, you consent to being contacted by a qualified professional to discuss potential options for your business.

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