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Remedy your business “Aches & Pains” with a ChalkCreek Consulting Business Wellness Exam.

Business Wellness Exams

At ChalkCreek Consulting, we help small businesses reflect, plan, take action, and measure results for meeting their business and financial management goals. We offer a range of “Exams” from the basic “Vital Signs” to the annual “Complete Physical.”

Business Indicator "Vital Signs" Well Business Exam Complete “Physical”
Key Business Indicators:
Solvency x x x
Financial Strength x x x
Inventory Velocity    x x x
Gross Margin   x x x
Profit before Taxes    x x x
Return on Assets    x x x
Return on Inventory x x x
Business Management Status
Legal Contract Forms   x x
Intellectual Property   x x
Work for Hire and Independent Contractor Issues   x x
Employee Handbooks and Compliance Issues Litigation/Claims Status   x x
Accuracy and Timeliness of Accounting Records   x x
Accounting Reports and Decision Making   x x
Compliance of Tax Payments/Reporting Forms   x x
Real Costs of Business Financing Tools   x x
Adequacy of Insurance Limits/Umbrella Options   x x
Insurance Risk Management and Mitigation         x x
Existing Claims Status   x x
Track Record of Suppliers/Supplier Contracts         x x
Supplier Market/Availability   x x
Tracking Employee Time and Information   x x
Time Management Issues   x x
Quality of Hosting Arrangements/Bandwidth/File Storage Options   x x
Tax Issues
Impacts of Increased Profits/Business Growth on Income, Sales, Property Tax Liabilities
  x x
Positioning for Tax Law Changes/Use of Tax preferences   x x
Usable Mileage Rates, Per Diem Rates, and Employee Expenses   x x
Calculating Expected Tax Liabilities   x x
Marketing Status
Your Business vs. Industry Trends     x
Immediate Market Changes      x
Major Competitor Activity       x
Gaining Increased Market Share        x
Marketing Strategies vs. Tactics        x
Effectiveness of Online Presence        x
Utilization of Social Media       x
Goal Setting/ Action Planning
Establishing Priorities for Coming Year       x
Planning New Projects       x
Quantifying Goals with a Budget, Reasonable Timetable, and Defined Source of Funds      x
Developing Strategies to Encourage Repeat Business     x
Creating Avenues for Cross-Selling     x
Developing Strategies for Employee Retention     x
Building a Healthy Workplace     x
Setting Review and Progress Measurement Goals     x
Vital Signs
Questionnaire $20
Input info $20
Brief report $10
Meeting $50
total $100
Wellness exam
Questionnaire $50
Input info $50
Brief report $150
Meeting $250
Total $500
Complete "Physical"
Questionnaire $300
Input info $200
Report $200
Meeting $300
Total $1000

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