Assess the overall health of your business with this comprehensive Business Health Check template. Capture core company information and evaluate business planning, compliance, and key policies such as data protection and security. Review banking, budgeting, insurance coverage, and financial management practices including GST or BAS processes. Track performance cadence, accounting responsibilities, and reasons for changing providers. Evaluate marketing strategy, planning, website visibility, SEO activity, and channels used. Conclude with an agreed action plan to prioritize improvements and next steps.
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