C&B's Business Health Score Card

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Email *

Record my email address with my response

Name *

Contact Number *

Organisation Name *

Designation *

Do you have documented Standard Operating Procedures for financial and operational processes? *

Yes & Followed

We have basic SOPs, but not implemented strictly.

No SOPs in place

Are all expenses routed through an approval mechanism? *

Yes, approval is there

Major expenses are approved but not all.

No, we don't have approval mechanism

Have you faced any fraud or theft incidents in the last 3 years? *

Yes, corrective action taken

Yes, but issue is unresolved

No, we haven’t faced such incidents.

Do you receive monthly financial statements (P&L and Balance Sheet) ? *

Yes, we review every month

Yes, but review is inconsistent

We don’t prepare monthly statements

Is budget vs. actuals comparison done regularly? *

Yes, we review budget vs. actuals every month

We compare budgets quarterly or half-yearly.

No, we haven’t implemented Budget

Do you analyse gross margins? *

Yes, margins are calculated and reviewed regularly

We have started tracking margins recently.

No, margins are not calculated and reviewed.

Are major Direct cost heads benchmarked? *

Yes, benchmarked and monitored.

Some major cost heads are reviewed occasionally.

No benchmarking done yet.

Are major Indirect cost heads benchmarked? *

Yes, benchmarked and monitored.

Some major cost heads are reviewed occasionally.

No benchmarking done yet.

Is manpower performance reviewed periodically? *

Yes, KPIs are set and reviewed monthly for all teams.

Only certain teams are evaluated regularly.

No regular review of employee performance.

Are receivables delayed beyond 45 days? *

Usually collected within 30–45 days.

Take 45–90 days to collect.

Receivables are often delayed beyond 90 days.

Do you track your inventory turnover ratio ? *

Yes, actively tracking the movement

Only for major items tracking is done

No tracking of Goods

Do you feel that your sales are good, profits are also good, still supplier payment is delayed *

No, I make supplier payments on time

Yes, sales and profits are good still supplier payment is delayed

I will make the payment whenever I have cash in hand

Are you satisfied with your current profit margins *

Yes

Not sure what is ideal profit

Do you forecast cash flows monthly? *

Yes, forecast is there.

Cash flows are planned informally

No, forecast is there.

Do you track you ROI on the Capital invested in the business ? *

Yes, ROI is tracked on investments and assets.

We track profits but not ROI formally.

ROI is not monitored or calculated.

Are GST returns filed on time? *

All GST returns are filed timely without penalty.

Occasionally delayed due to internal issues.

Returns are often delayed, or support is needed from consultant

Is TDS deducted and deposited properly? *

TDS is deducted and paid correctly every month.

TDS is paid but often delayed or partly compliant.

We’re not confident of TDS compliance.

Is EPF & ESI compliance maintained? *

EPF & ESI are filed every month on time.

Filed but not on time or partially covered.

No proper EPF/ESI system implemented.

Have you received any tax scrutiny notices? *

Yes, we’ve received scrutiny notices and handled them.

Received notice but unsure of resolution.

No scrutiny notices received so far.

Do you plan and withdraw profits systematically? *

Yes, profit withdrawals are planned and systematic.

Withdrawals are done ad-hoc based on availability.

No withdrawals are made, profits are reinvested fully.

Note:

Once submitted, your Financial Health Score will be shared via email within 24 hours

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