Time for an end-of-financial-year check-up? [template]

Posted by James Price | JPAbusiness on 14-Jun-2017 05:17:00

We created the JPAbusiness Business Health Check template to use with our business advisory clients.

It helps them to identify business health issues they can address in-house, as well as areas where they need to seek external advice on methods to improve the business’s outcomes.


There are 15 ‘health issues’ listed in the template:

  1. Consistency of business systems and processes
  2. Staff performance
  3. Financial performance
  4. Billing, invoicing and debtor management
  5. Cash flow
  6. Creditor payments
  7. Work in Progress
  8. Job management and project delivery
  9. Quality of job delivery
  10. Client servicing
  11. Organisation and scheduling
  12. Risk management
  13. Staff culture
  14. Business sustainability and reward for owners
  15. Business plan and budget/projections documented

With the end-of-financial-year fast approaching, now is a good time to step back and consider how your business is performing against each of these health factors.

The goal is to encourage you, along with your senior team, to take a close look at the health factors that go to ensuring a successful business today and into the future.

If you would like support or advice to assess the health of your business, contact the business advisory team at JPAbusiness on 02 6360 0360 for a confidential, initial discussion.

Business Buyer's Checklist | JPAbusiness

JAMES PRICE | JPAbusinessJames Price has over 30 years' experience in providing strategic, commercial and financial advice to Australian and international business clients. James' blogs provide business advice for aspiring and current small to mid-sized business owners, operators and managers.



Topics: Free download, Advice, Running your business, Template, Financial

Disclaimer: The information contained in this blog is general in nature and should not be taken as personal, professional advice. Readers should make their own inquiries and obtain independent, professional advice before making any decisions, taking any action or relying on any information in this blog. 





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