Another source of information will be the bills and receipts that you have received over the past quarter. If you have not kept such documents and records before, then now is a good time to start. The good organisation of your important financial documents, and orderly filing of bills and receipts, will stand you in good stead for controlling the family budget when it is set.
Some businesses are highly complex whereas other businesses have a simple business model and very few employees. If you see your doctor for a personal health check they will start off with some standard tests and progress to more detailed tests if required. It is the same with businesses, there are significant similarities between most businesses so much so that standard health checks can be performed on almost any business. It is possible to run a business health check based on benchmarks from similar businesses. This however does not tell the business owner or manager if the business is going in the direction that they would like to pursue.