Small Business Owners Financial Health Assessment
Is Your Business Financially Healthy?Most business owners don't realize they're losing money until it's too late.Missed tax deductions.Weak internal controls.Cash flow problems.Bookkeeping errors.Hidden profit leaks.As an Enrolled Agent and Certified Management Accountant, I've seen businesses lose thousands of dollars simply because they didn't know where the problems were.That's why I created the Financial Health Assessment™.In just 15 minutes, you'll uncover potential financial blind spots and receive a clear roadmap for improvement.What You'll Discover✔️ Are your books accurate and properly reconciled?✔️ Are you overpaying taxes or missing deductions?✔️ Do you have weak internal controls that increase risk?✔️ Is your cash flow healthy and predictable?✔️ Are hidden profit leaks reducing your bottom line?What's IncludedFinancial Health Assessment WorkbookA professionally designed Excel workbook that evaluates five critical areas of your business.Automated Scoring SystemInstantly see your overall Financial Health Score and identify areas that need attention.AI Prompt LibraryReady to use prompts designed to help you get actionable insights using ChatGPT or Claude.30 Day Action PlanKnow exactly where to focus first and what actions to take next.Business Finance GlossaryPlain English explanations of key financial concepts every business owner should understand.Perfect For* Small Business Owners* Consultants* Realtors* Property Managers* Service Based Businesses* Entrepreneurs* Professional Service FirmsWhy Trust This Assessment?Created by:Leah DB Higgins, EA, CMAEnrolled AgentCertified Management AccountantFounder of WOW Ledger LionsWith years of experience helping business owners improve profitability, strengthen financial controls, and identify tax planning opportunities.What You'll NeedMicrosoft Excel (desktop version recommended)No accounting background required.DisclaimerThis assessment is provided for educational and informational purposes only and does not constitute tax, accounting, legal, financial, or investment advice.Take 15 minutes today and discover what your numbers may be trying to tell you.
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