How healthy are your business systems?
Sixteen practical questions about how your business actually runs — your numbers, your cash, your filings, your people, your processes and your stock. At the end you'll see which areas look well handled, which need attention, and the one worth starting with.
Answer honestly — the result is only as useful as the answers, and nobody else sees them. Free, and no sign-up.
Business self-assessment
Sixteen questions about how your business runs
Two or three questions on each of six areas — your numbers, your cash, your filings, your people, your processes and your stock. Most people finish in about three minutes.
At the end you’ll see which areas look well handled, which could use attention, and the one we’d suggest starting with — plus a couple of practical things to do about it.
This is a self-assessment, not an audit. It reflects your own answers and nothing else — it isn’t a professional opinion, and it hasn’t looked at your records. Your answers stay in this browser: nothing is sent to us, stored or logged.
Everything above is worked out in your browser. Nothing you type is sent to us, stored, or logged.
These tools give estimates and general information. They are not tax, accounting or legal advice, and they don’t account for the specifics of your business. Always confirm what applies to your situation before acting on a result.
This is a business self-assessment based on your own answers. It isn't an audit, a financial review or a professional opinion, it doesn't examine your records, and the suggestions it gives are general business practice rather than advice about your particular situation.
What the six areas cover
Each one is a place where a growing business tends to outrun its own systems. They are not independent: books that are behind make cash flow unknowable, and a filing calendar nobody owns turns into penalties that come out of the same cash.
Financial visibility
How current your books are, and whether you can see performance in time to act on it. Accounts that close six weeks after month end describe a business you no longer have.
Cash flow
Whether you can see what’s coming in and going out far enough ahead. The bank balance is not the cash position — what is owed to you and by you changes the answer.
Tax & compliance
Whether filings are current, tracked and owned by someone. The deadlines come round whether or not anyone is watching the calendar, and penalties accrue against a PIN whether or not the business traded.
Payroll & people
Whether payroll runs reliably and employee records hold up. This gap is invisible until it is a claim, and then it is expensive.
Operations & controls
Whether the day-to-day processes are consistent, and who checks them. If something only works because one person knows how, the business notices when they are away.
Stock & inventory
Whether stock is counted, valued and controlled well enough for the margin to be trustworthy. The gap between what you bought and what you sold is where the margin goes. If your business holds no stock, say so on those questions and the area is left out of your result entirely rather than counted against you. If it does, the food cost calculator is the next thing worth ten minutes.
What happens to your answers
Nothing. The assessment runs entirely in your browser: your answers are not sent to us, not stored and not logged. If you want to send us the result, that is your choice — the WhatsApp link at the end opens a message you can read and edit before it goes.
Want help making sense of the result?
Talk to Cerullo about your business and we’ll help you understand what to do next.