Knowledge Base - Financial Tools

A Report Card for Business Financial Health

Knowing the financial health of your business is essential for strategic and smart decision making.

We’ve put together a financial report card to help you gauge your business’s long-term strength and outlook. While no one piece is more important than the overall grade, it is important to be aware of where you’re doing well and where there is room for improvement.

The report card breaks into various key financial indicators:

  • Planning
  • Cash
  • Receivables
  • Inventory
  • Fixed Assets
  • Line of Credit
  • Accounts Payable
  • Employee Related Payables
  • Term Loans
  • Net Worth/Equity
  • Revenue
  • Cost of Sales
  • Employees
  • Business Ratios

Fill out the report card for a general overview of where you are are where you’re going.¬†Click¬† here to download the report card.