Financial Wellness Assessment™
A financial health checkup for your business.
Many business owners are generating revenue but still feel uncertain about the financial health of their business. They know they’re working hard, but they’re not always sure if their business is truly profitable, prepared for growth, or positioned for long-term success.
The Financial Wellness Assessment™ was created to provide clarity, confidence, and a roadmap for growth.
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✓ I’m making money, but I don’t know where it’s going.
✓ My business is growing, but I’m not sure if it’s profitable.
✓ Tax season causes stress and uncertainty.
✓ I know my sales numbers, but not my margins.
✓ I want more confidence in my financial decisions.
✓ I need a clearer understanding of my business finances.
If any of these sound familiar, the Financial Wellness Assessment™ was designed for you.
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The Financial Wellness Assessment™ is a comprehensive review of your business’s financial health.
This is not bookkeeping.
This is not tax preparation.
This is not an audit.
It is a structured assessment designed to help you better understand the current state of your business and identify opportunities for improvement, growth, and long-term sustainability.
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Financial Health
Revenue Trends
Profitability
Cash Flow
Expense Management
Tax Readiness
Filing Compliance
Estimated Tax Planning
Tax Awareness
Business Operations
Financial Reporting
Internal Processes
Operational Efficiency
Growth Readiness
Scalability
Strategic Planning
Capacity for Growth
Owner Wellness
Financial Confidence
Financial Stress
Business Goals
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Every Financial Wellness Assessment™ includes:
✓ Financial Wellness Score
✓ Personalized Assessment Report
✓ Key Findings & Recommendations
✓ Financial Health Snapshot
✓ Strategic Growth Insights
✓ Customized 90-Day Action Plan
✓ Assessment Review Meeting
Our goal is to provide actionable insights—not just numbers.
Our Process
Step 1: Discovery Call
We’ll discuss your business, your goals, and determine whether the Financial Wellness Assessment™ is the right fit.
Step 2: Business Insights Questionnaire
You’ll complete a guided questionnaire designed to help us better understand your business, goals, and financial concerns.
Step 3: Document Review
You’ll securely upload your financial documents, including your Profit & Loss Statement, Balance Sheet, and most recent tax return.
Step 4: Assessment & Recommendations
We’ll analyze the information provided, calculate your Financial Wellness Score, and prepare your customized assessment report and action plan.
Once your assessment is complete, we’ll provide your personalized Financial Wellness Report, review our findings, and deliver clear recommendations and next steps to help support your business goals.
How Your Financial Wellness Score Is Calculated
Your Financial Wellness Score is generated using a proprietary assessment model developed by Smith & Maier Financial Services.
The model evaluates key areas of business health, including profitability, cash flow, tax readiness, financial confidence, operational effectiveness, and growth preparedness.
Each area is reviewed using information provided through your questionnaire responses and financial documents. Scores are weighted based on established financial benchmarks and best practices for small businesses.
The resulting score is designed to provide a snapshot of your business’s current financial wellness and identify opportunities for improvement, growth, and long-term sustainability.
The Financial Wellness Score is intended as an educational and strategic planning tool and should not be considered a formal audit, valuation, or guarantee of future financial performance.
Investment
Financial Wellness Assessment™
Starting at $350
Pricing may vary based on business size, complexity, and annual revenue.
Why Smith & Maier?
At Smith & Maier, we believe business owners deserve more than compliance.
Our mission is to help entrepreneurs understand their numbers, gain confidence in their decisions, and build stronger businesses.
We combine financial expertise with practical business insight to help you move forward with clarity and purpose.
Ready to Understand the Financial Health of Your Business?
Take the first step toward greater clarity, confidence, and growth.