Business Health Check Report
Get an instant health score for your firm across revenue, profitability, client retention, and operational efficiency — with AI-powered improvement recommendations.
Cannot exceed active client count
How to Use This Tool
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Select your industry and enter your firm's key financial metrics.
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Add operational data like onboarding hours and utilization rate.
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Click "Generate Report" to get your health score.
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Review your scores across four categories with specific insights.
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Read AI-powered recommendations tailored to your firm's profile.
Why Firm Owners Need a Health Check
Running a professional services firm means juggling client work, operations, and growth — often without a clear picture of overall business health. This tool gives you an objective score across the metrics that matter most, with specific recommendations you can act on immediately. Think of it as a quick diagnostic before your next strategic planning session.
How to Interpret a Business Health Score
A business health score is useful when it acts as a diagnostic, not a vanity metric. The point is not to label a firm as healthy or unhealthy in the abstract. The point is to show where the underlying system is strong and where it is quietly leaking time, margin, or client retention. This tool looks at revenue per employee, profitability, churn, onboarding hours, and utilization because those metrics together tell a more honest story than top-line revenue alone. For a professional services firm, that broader view is what separates sustainable growth from a business that is simply getting busier.
It is also practical for partner meetings and quarterly planning because it gives the team a concrete starting point. If the score is dragged down by slow onboarding, low utilization, or weak retention, that creates a clearer next action than generic advice about “working more efficiently.” The extra editorial copy on this page makes the tool more useful for both users and search engines by explaining what a business health check means, why the output matters, and how the score should inform decisions instead of being treated like novelty content.
Frequently Asked Questions
Common questions about this tool.
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