PCF Financial Health Check
Your business is growing.
Are your books keeping up?
Answer 10 questions about your bookkeeping and cash-flow habits. Get your Financial Routines Score, see what’s working, and find practical next steps.
Start My Free Assessment10 questions · No exact dollar amounts · No bank connections
From the CPA-led team at Primary Care Financial.
What you'll get
A clearer starting point for the routines behind your business.
Your Financial Routines Score
A transparent, self-reported score for seven everyday routines. Unknown answers stay unknown, not guessed.
What’s already working
Recognize consistent habits and the useful foundations you already have in place.
Practical next steps
Answer-specific actions for every routine with room to improve, plus steps to confirm anything you’re unsure about.
Results you can keep
A saved results link, printable results, and a free strategy call to discuss them. No automatic results email.
A team behind your next step
Steve Koch, CPA | Founder, Primary Care Financial
Primary Care Financial helps business owners make sense of their books and build useful financial routines. Based in Royal Oak, Michigan, PCF brings practical financial guidance to the decisions that come with running a growing business.
This self-reported check of financial and bookkeeping routines is a starting point, not a validated measure of solvency, profitability, or creditworthiness, or a review of financial statements. Your revenue range, software, and who keeps the books give us context and never lower your score.
Your information stays simple. We never ask for Social Security numbers, EINs, bank account numbers, card numbers, or exact dollar amounts. Email permission about results and services is required; newsletter permission is a separate, optional choice.