Free Business Health Check
See what’s working, where visibility is limited and what your business should address next.
The Level Up Business Health Check combines a short questionnaire with a high-level review of your financial information to provide a practical snapshot across six areas of business performance.
You’ll receive a visual scorecard and a focused discussion covering your strongest foundations, priority areas and recommended next step.
Free, confidential and without obligation.
Have a question first? Book an introductory call
A Straightforward Process Requiring Minimal Preparation
1. Complete the questionnaire
Answer seven short questions about how your business plans, operates and reviews performance.
2. Securely provide your reports
Upload two years of monthly Profit & Loss reports and two period-end Balance Sheets through the secure Level Up SharePoint folder.
3. Review the findings
3. Review the findings
Level Up prepares the preliminary scorecard before a focused discussion to validate the findings, understand your priorities and consider the appropriate next step.
See What Your Business Health Check Could Look Like
This illustrative report shows how Level Up turns questionnaire responses and financial information into a clear, visual assessment.
The example is based on an anonymised trade services business, with figures adapted for demonstration purposes.