Creative Business Financial Health Check Form
Assess your creative business’s financial health across revenue, cash flow, expenses, pricing, and planning.
Business Profile
Business Name
*
Business Type / Category
*
Please Select
Design
Photography
Videography
Graphic Arts
Music
Writing
Marketing
Event Production
Crafts
Other
Years in Business
*
Financial Health Assessment
Financial health statements
*
Rows
Strongly disagree
Disagree
Neutral
Agree
Strongly agree
Revenue is consistent enough to support my business goals.
1
2
3
4
5
I have a clear view of my profit margin on creative projects.
6
7
8
9
10
My cash flow is predictable from month to month.
11
12
13
14
15
I track business expenses regularly and accurately.
16
17
18
19
20
I feel confident my pricing reflects the value I deliver.
21
22
23
24
25
I review or plan my finances on a regular cadence.
26
27
28
29
30
Overall financial health rating
*
Very weak
1
2
3
4
5
6
7
8
9
Very strong
10
1 is Very weak, 10 is Very strong
Biggest financial challenge or priority
*
How often do you review your finances?
Please Select
Weekly
Monthly
Quarterly
A few times a year
Rarely
Other
How confident are you in your pricing?
Please Select
Very confident
Somewhat confident
Neutral
Not very confident
Not confident at all
Other
Next Steps
Top financial goal for the next 6 months
*
Preferred support focus
*
Cash flow
Pricing
Budgeting
Profitability
Planning
Submit Assessment
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