How Financially Fit Is Your Business?

Are your financial systems helping you scale—or silently holding you back?

In just a few minutes, this quiz will assess how well your startup is managing key financial areas like cash flow, reporting, and strategy.

Designed for founders scaling complex businesses—like hardware, hardtech, and B2B startups—this quiz reveals your financial strengths, gaps, and what to prioritize next.

Let’s find out if you’re set up to grow—or headed for a cash flow crunch.

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How do you currently make financial decisions in your business?

We have solid financial data and use it to guide strategic decisions

We have a bookkeeper, but struggle to make confident strategic decisions

Our accountant handles taxes, but we don’t have regular financial oversight

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How do you currently use your financial reports?

As a strategic tool to make decisions

To check revenue and expenses

I look at them, but they’re hard to interpret

I don’t really use them much

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How confident are you in your current profitability strategy?

Very—I have a clear model and margin targets

Somewhat—I’m profitable but unsure if it’s sustainable

Not really—I know we’re leaking margin somewhere

I’m not sure—we’re too early or too chaotic to tell

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How would you describe your current cash flow situation?

Predictable and strong—we’re always covered

Somewhat stable—but there are tight spots

Stressful—we often scramble at month-end

Unclear—I don’t really track it consistently

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Do you have a detailed budget to track your business performance?

We have a detailed budget tied to performance targets

We’ve set high-level numbers but don’t track closely

We track spending, but not against a formal budget

We don’t have a real budget—we go with the flow

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What best describes your current financial systems?

Streamlined and scalable

Working… but duct-taped together

Disorganized, but I’m managing

Total chaos (help!)

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When it comes to your business’s finances, how do you feel?

Woman-thinking-of-ideas-shutterstock_1470517580-576x548

Clear, confident, and in control

A little uncertain, but doing my best

Overwhelmed and reactive

Avoidant—I don’t want to deal with it

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As you look ahead this quarter, what’s the one decision you’re most unsure about from a financial perspective?

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What is your name and/or company's name?

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What's your Industry?

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What is your email address to receive the survey result?

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Thank you for completing your Financial Health Assessment.

Your results are on their way to your inbox, along with practical insights you can act on right away.

If you’re ready to turn those insights into a real strategy—let’s talk.

👉 Claim your free Financial Clarity Session at www.crunchtmz.com/contact-us

We’ll walk through your biggest financial challenge and map out your next move—no pressure, just clarity.