What is a financial health score? A Financial Health Score is a data-driven assessment of how accurately and completely your business’s financial records are maintained, evaluating factors such as cash flow, profitability, and bookkeeping accuracy.
Running a business without understanding your financial health is like driving without a dashboard. You may be moving forward, but you lack visibility into the key metrics that help you identify challenges, monitor performance, and make informed decisions.
Many business owners don’t recognize financial issues until they’ve already begun affecting operations or growth. A comprehensive Financial Health Score provides valuable insight into the areas that matter most, including profitability, cash flow, efficiency, and long-term financial stability.
With a clearer understanding of your financial health, you’ll be better positioned to make informed decisions, address potential concerns proactively, and identify opportunities to strengthen and grow your business.
Your Financial Health Score is powered by VerifiQ, a trusted platform that integrates with the systems you already use. By securely connecting to your accounting software and financial accounts, VerifiQ evaluates key indicators of financial health and bookkeeping accuracy. The assessment provides a clear picture of your current financial position and highlights opportunities to strengthen financial data quality.
Complete a brief form through Sorren to get started.
You'll be securely redirected to VerifiQ, where you can connect your accounting software (such as QuickBooks or Xero) and financial accounts.
VerifiQ analyzes your financial data to identify discrepancies, errors, and potential areas of concern.
Once the review is complete, a Financial Health Score snapshot is generated and securely shared with you.
In just minutes, you’ll gain valuable insight into your business’s financial health without adding more work to your day.
Your Financial Health Score isn’t just for one type of business. It’s designed to help organizations gain greater visibility into their financial health and overall financial management practices.
This assessment isn’t limited to a specific industry. It’s built for businesses that want a clearer understanding of the accuracy, completeness, and stability of their financial information. By evaluating key financial indicators, business owners and leaders can identify trends, monitor performance, and address potential issues before they become larger challenges.
If your business manages cash flow, tracks expenses, or relies on accurate financial information to support growth and decision-making, this score is designed for you.
Gain visibility into the financial factors impacting your business and identify areas that may need attention or improvement.
Understand where your business stands today with an objective assessment of your financial health and bookkeeping accuracy.
Have questions about your results? Connect with a Sorren professional to review your score, discuss findings, and explore opportunities to strengthen your financial position.
Better financial data supports better business decisions. Your Financial Health Score provides a clear view of the accuracy and completeness of your financial records, helping you understand where your business stands today and where improvements may be needed.
(80-100% Correct)
Your financial records are in strong shape. Continue maintaining sound financial practices and address any minor opportunities for improvement identified in your assessment.
(50-79% Correct)
Your results indicate areas that may benefit from additional review. Addressing identified issues can improve record accuracy, strengthen financial visibility, and support more informed decision-making.
(0-49% Correct)
Your assessment identified significant opportunities for improvement. Inaccurate or incomplete financial records can impact reporting, planning, and business decisions. Taking corrective action now can help strengthen your financial foundation and improve confidence in your financial data.
The average business receives a Financial Health Score between 60% and 70%.
Green transactions can be left alone
Fix yellow transactions when you have the time
Red transactions are urgent. Fix these ASAP.
“There is nothing else like the Financial Health Score. It scans your books so you will know what’s working and what needs to be fixed. It’s such valuable information.”
“The Financial Health Score makes financial review seamless. Errors are spotted quickly, ensuring that you have accurate data to make better business decisions.”
Get your Financial Health Score in less than three minutes.
Financial Health Score technology has helped hundreds of businesses identify opportunities to improve financial accuracy and strengthen bookkeeping processes.
We use industry-standard security measures to protect your information and maintain confidentiality. The Financial Health Score provides read-only access to your financial data, and you retain ownership of all information.
The Financial Health Score is a professional-grade assessment used by accounting professionals to evaluate financial data quality and bookkeeping accuracy. We're providing access at no cost.
A Financial Health Score below 80 is more common than many business owners realize. Most financial health assessments identify at least a few areas that could benefit from additional attention and improvement. Here are two common opportunities to strengthen your financial records:
If you have uncategorized transactions, assign each one to the appropriate expense or revenue category, such as utilities, rent, travel, or office expenses. Proper categorization improves financial visibility, helps you understand where resources are being allocated, and supports more accurate financial reporting.
If you have unreconciled transactions, compare and match your financial records to your bank and credit card activity. Regular reconciliation helps ensure your statements accurately reflect your business’s assets, liabilities, and cash position while improving the reliability of the data used to make business decisions.
“Am I doing my accounting correctly?”
Every entrepreneur has asked that question at some point.
And it’s a good question. With accurate books, your business is more likely to succeed – and thrive.
Put an end to the guesswork. At Acuity, we’re giving you access to a tool that we use on our clients’ books – for free!
In just a few clicks, you can get a Financial Health Score that identifies 80% of your top bookkeeping errors.
Inside, you’ll get a grade for each of your transactions. Red means you should focus on fixing these errors. Yellow errors are lower priority – fix them when you have the time. And green transactions? You can leave these ones alone.
You’ll come away with a complete Financial Health Score and an understanding of what you need to do to fix your books – and improve the health of your business.
Don’t overextend your business. Maximize its value, and feel confident when you’re making decisions.
Take the first step today! Click “Get Started.”
Just enter your info, connect your Quickbooks or Xero account, and get your financial health score in just a few minutes.
Oh yeah, and did we mention? It’s free.
First, you’ll want to check out your green “correct” score. This represents what percentage of your transactions are correct:
You’ll also get a score for each of your individual transactions. Now you know exactly what you need to fix, and when:
Green: These transactions are in good shape. No changes are needed.
Yellow: Something isn’t quite right. A human needs to review and fix this transaction in the medium term.
Red: Fix these transactions as soon as possible.
With complete and accurate information, your business is more likely to survive – and thrive.
Use our free Financial Health Score assessment to better understand the accuracy of your financial records in under three minutes.
Get a clear picture of your financial health today.
