Readiness & Business Health Assessment

Welcome to Fusion 4 Business!

We’re excited to partner with you on your journey toward financial clarity, sustainable growth, and long-term profitability.

This short but comprehensive assessment is designed to help both you and our advisory team understand where your business currently stands — and identify which level of support will help you achieve your next breakthrough.

There are no right or wrong answers.

Every response helps us evaluate your systems, financial health, and readiness for advanced advisory or CFO-level services.

You’ll receive a personalized Business Health Report that outlines:

Your overall readiness score
A summary of your financial strengths
Key areas to improve
Recommended next steps for growth

Estimated time to complete: 10–15 minutes

Format: 6 short sections with 1–5 rating scales and a few open-ended questions.

Take a deep breath, grab your favorite beverage ☕, and answer each question as honestly as possible.

We’ll use your responses to design a clear, actionable roadmap for your business success.

Fusion 4 Business – Maximizing Profitability for Today’s Small Business

Confidential: All responses are reviewed by our advisory team only.

SECTION 1

Business Profile & Documentation Readiness

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Welcome to Section 1 – Business Profile & Documentation Readiness

This section helps us understand your business structure and how prepared you are for funding, financial advisory, or growth opportunities.

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Your Business and Personal Information

Business Name

First Name

Last Name

Phone

I consent to receive SMS Notifications, Alerts, & Occasional Marketing communications from Fusion 4 Business. Message frequency varies. Message & data rates may apply. Text HELP to (XXX) XXX-XXXX for assistance. You can reply STOP to unsubscribe at any time.

Business Street Address

City

State

Country

Postal Code

Business Website

Business Start Date

SECTION 2

Financial Systems & Accounting Practices

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Welcome to Section 2 – Financial Systems & Accounting Practices

This section evaluates the organization and accuracy of your financial systems.

Rating Scale: 1 = Not at all | 2 = Minimal | 3 = Somewhat | 4 = Mostly | 5 = Fully

Important Note: Only enter a number between 1 and 5 for each question.

Q1. I have established separate business bank accounts (checking/savings).

Q2. My accounts and bank statements are reconciled on a regular basis.

Q3. All reconciliations are current (up to this month).

Q4. I can easily access and understand my Profit & Loss, Balance Sheet, and Cash Flow Statements.

Q5. I track Key Performance Indicators (KPIs) such as revenue growth, profit margin, and client retention.

Q6. I have a designated person or team responsible for accounting tasks.

What accounting or bookkeeping system do you currently use? (Examples: QuickBooks Online, Wave, Xero, Excel spreadsheets, etc.)

Who maintains or updates your accounting records? (Example: Business Owner, Bookkeeper, CPA, Virtual Assistant, etc.)

How often are your financial records updated?

When was your last bank reconciliation completed?

How often do you prepare and review key performance indicators (KPIs) for your business?

✅ Well done! You’ve completed the Financial Systems & Accounting section.

Understanding how your accounting systems operate gives us a clear picture of how information flows through your business. This helps us identify opportunities to strengthen your financial foundation and improve profitability accuracy.

Click “Next” to continue to Section 3 – Financial Health & Cash Flow.

SECTION 3 – Financial Health & Cash Flow

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Welcome to Section 3 – Financial Health & Cash Flow

This section reviews your financial stability and ability to manage cash flow effectively.

Rating Scale: 1 = Not at all | 2 = Minimal | 3 = Somewhat | 4 = Mostly | 5 = Fully

Rating Scale: 1 = Not at all | 2 = Minimal | 3 = Somewhat | 4 = Mostly | 5 = Fully

Important Note: Only enter a number between 1 and 5 for each question.

Q1. My business consistently generates a profit.

Q2. I have sufficient cash flow to cover monthly expenses.

Q3. I maintain an emergency fund (3 months minimum).

Q4. I monitor my cash flow weekly or monthly.

Q5. I have a working budget and forecast for my business.

💡 Great progress! You’ve now completed the Financial Health & Cash Flow section.

These insights show how effectively your business manages money, prepares for the unexpected, and plans for growth. This information will guide our recommendations for building stronger cash reserves and consistent profit habits.

Click “Next” to continue to Section 4 – Policies, Procedures & Internal Controls.

SECTION 4

Policies, Procedures & Internal Controls

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Welcome to Section 4 – Policies, Procedures & Internal Controls

This section evaluates your business’s structure for consistency, accuracy, and protection from financial errors or fraud..

Rating Scale: 1 = Not at all | 2 = Minimal | 3 = Somewhat | 4 = Mostly | 5 = Fully

Important Note: Only enter a number between 1 and 5 for each question.

Q1. I have documented business policies and procedures.

Q2. Financial policies are clearly written and communicated.

Q3. I and/or my team consistently follows policies.

Q4. Internal controls exist to prevent fraud or financial errors.

Q5. An approval process is in place for major expenses or payments.

🏁 Nice work! You’ve finished the section on Policies and Internal Controls.

Clear systems and safeguards protect your business from costly mistakes and ensure long-term stability. These details help us determine whether your internal processes support accurate reporting and compliance.

Click “Next” to continue to Section 5 – Profitability, Debt & Loan Readiness.

SECTION 5

Profitability, Debt & Loan Readiness

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Welcome to Section 5 – Profitability, Debt & Loan Readiness

This section helps us understand your financial performance, debt obligations, and overall funding readiness.

Please provide the most accurate information possible — your answers remain confidential and are used only to tailor advisory support for your business.

What is your average annual revenue?

What are your average monthly business expenses?

What is your average monthly profit?

What is your current total business debt (loans, credit, etc.)?

Are your loan or credit payments current?

Yes

Do you have payment plans in place for any debts or taxes owed?

Yes

What is your current tax compliance status?

Current

Behind

When was your last tax filing submitted?

✅ Excellent! You’ve completed the Profitability, Debt & Loan Readiness section.

This information provides valuable insight into your business’s cash flow, debt structure, and funding preparedness.

It also helps us identify financial strategies to reduce debt, improve profits, and strengthen your funding position.

Click “Next” to continue to Section 6 – Strategic Growth & Impact Goals.

SECTION 6

Strategic Growth & Impact Goals

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Welcome to Section 6 – Strategic Growth & Impact Goals

This section helps you reflect on your long-term goals and readiness to scale with professional advisory support.

Rating Scale: 1 = Not at all | 2 = Minimal | 3 = Somewhat | 4 = Mostly | 5 = Fully

Important Note: Only enter a number between 1 and 5 for each question.

Q1. I have clear goals for the next 1–3 years.

Q2. I understand my true profitability and pricing strategy.

Q3. I am ready to invest in professional financial advisory services.

Q4. I am committed to implementing financial improvements.

Q5. I am seeking to increase profitability and business growth.

🌟 Fantastic! You’ve now completed all core sections of your assessment. This final section captures your vision for growth and your readiness to invest in your next level of success.

Click Submit to finalize your answers and receive your personalized Business Readiness & Business Health Report directly in your inbox.