Template · For bookkeepers & accountants
Financial Fitness Check
Who takes it: an owner whose books are months behind and who dreads tax season.
Owners avoid bookkeepers out of embarrassment, not cost. A private, judgment-free scorecard lets them admit where things stand without saying it to a human first. By the time the score arrives, “get help catching up” feels like relief instead of confession.
Try it like a visitor would
This is the actual template in demo mode. Nothing you enter here is sent or stored. Your version gets your name, logo, colors, and links.
The 10 questions
- How current are your books right now?
- Are your business and personal finances separated?
- Do you know whether you made a profit last month?
- Where do your receipts and records live?
- How did last tax season feel?
- Are you setting money aside for taxes as you go?
- How quickly do you invoice — and how hard do you have to chase payment?
- Could you cover the next 60 days of expenses from what’s in the account?
- What do you use to track your finances?
- When you make a big business decision, do your numbers help you make it?
What their score tells them
0–44 · Flying blind: “You’re running a business without a dashboard.”
45–74 · Catching up: “You’re more organized than you give yourself credit for — with a few risky gaps.”
75–100 · In control: “Your finances are genuinely fit.”
Make it yours
- Point the CTA to your booking or contact page.
- Serve a niche? Rename it — “Financial Fitness Check for Contractors” lands harder than a generic title.
- Tax rules differ by country — adjust the tax questions to your market’s language.
- Offer payroll too? Add a question about it.
This template is included with ScoreKit. Open it in the builder, swap in your brand, and preview the whole thing before you buy. You pay once to download the file, and there is no monthly bill.
Use this template