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How Financially Clear
Is Your Business?
Answer 6 quick questions and get a personalised financial clarity score — plus tailored recommendations for your business.
Question 1 of 6
How confident are you about your current cash position?
I know exactly how much cash I have and what's coming in/out I have a rough idea but haven't checked recently I'm not really sure — I check when I need to pay something I avoid looking at it honestly
Question 2 of 6
How current are your financial reports (P&L, Balance Sheet)?
Up to date — I review them monthly More than 6 months behind, or I don't have them
Question 3 of 6
How do you track outstanding invoices and payments owed to you?
I have a clear system and follow up systematically I follow up but it's manual and inconsistent I rely on memory or check my bank account I often forget about invoices until I desperately need the cash
Question 4 of 6
Can you forecast your cash flow for the next 4–13 weeks?
Yes — I have a forecast I update regularly I could do a rough estimate if needed Not really — I manage week to week No — the future of my cash flow is a mystery
Question 5 of 6
How do you feel about your current financial systems and software setup?
It's well set up and gives me the information I need It mostly works but there are gaps It's messy and I know it needs work I'm not sure what's even set up or how accurate it is
Question 6 of 6
When you need to make a major business decision, what do you rely on?
Clear financial data — I know my numbers A mix of data and gut feel Mostly gut feel — the data isn't clear enough to rely on Pure gut feel — I don't trust my financial data