Financial Health Check Up form

1. Full Name

2. Organization Name

3.Contact Number

4. Email

5. Business Details

6.Country & State

7. Approximate Annual Revenue

9. Size of Finance/Accounts Team

1–2 people 3–5 people 6–10 people 11+ people

10. Financial Team Composition (Select all that apply)

12. Financial Reports You Rely On (Select all that apply)

Basic Profit & Loss, Balance Sheet Cash Flow Statements Department/Branch-wise Profitability Reports Budget vs Actuals Forecasting & Future Projections KPI Dashboards (Power BI, Tableau, etc.) No formal reporting yet

13. In decision-making, how much weight is given to financial data?

Critical — data-driven decisions Important — but operations-led decisions too Limited — financial data seen occasionally Very limited — mostly intuition-based

14. Current Financial Pain Points (Select top 2)

Delayed or inaccurate reporting Cash flow unpredictability Lack of real-time financial insights Difficulty managing working capital Compliance and regulatory complexity Preparing for fundraising/investor readiness No structured budgeting or financial planning Others - Please Specify

others

Finical Health Check Up form

Feel the pulse of your business's Financial Health