Using your company’s balance sheet, income statement, and statement of cash flows, we will assess the financial health of your business. Our Financial Health Assessment Worksheet is designed to help you understand your business's financial performance easily.

Key Features:

1) We analyze your income, expenses, assets, and liabilities to give you a clear picture of your financial status.

2) Our worksheet includes important financial metrics like total revenue, net profit, and gross profit. It also covers key ratios like the current ratio, quick ratio, and debt to equity ratio.

3) Perfect for businesses like therapist practices, it focuses on metrics relevant to service industries, such as revenue per therapist, client retention rate, and average session rate.

4) A summary dashboard with visual charts and key metrics makes it easy to see your financial health at a glance.

5) Separate sections for the income statement, balance sheet, and cash flow statement ensure that all financial data is organized and easy to access.

6) The worksheet includes metrics to measure how efficiently your business uses its resources and how profitable it is, such as inventory turnover, gross profit margin, and return on assets.

Benefits:

Improved Decision Making: With clear insights into your financial health, you can make better decisions to grow your business.

Identify Strengths and Weaknesses: Understand where your business is performing well and where there is room for improvement.

Track Progress Over Time: Regularly update the worksheet to track your financial progress and stay on top of your goals.

Simplify Financial Management: Easy-to-understand formulas and charts simplify the complex aspects of financial management.