Full Name *

Email *

How do you currently track your income and expenses? *

I have a professional bookkeeper / accountant handle it.

I use accounting software, but manage it myself.

I use spreadsheets or manual methods.

I don’t track my income and expenses regularly.

How often do you reconcile your bank accounts and financial transactions? *

Monthly

A few times a year

I never reconcile my accounts.

Do you know which of your products or services are the most profitable? *

Yes, I have a clear understanding.

I have a general idea, but I’m not sure.

No, I have no idea which are the most profitable.

I don’t track profitability by product/service.

How consistent is your monthly revenue? *

Very consistent – I can predict it accurately.

Fairly consistent, but there are fluctuations.

Inconsistent – I often have unpredictable revenue.

I don’t track my monthly revenue closely.

Do you have enough cash flow to cover 3 months of business expenses without any new revenue? *

Yes, I have a healthy cash cushion.

I could cover 1-2 months comfortably.

I’d struggle to cover a single month.

I have no idea.

How confident are you that you’re paying the least amount of taxes possible? *

Very confident – I’ve optimized my taxes with a professional.

Somewhat confident – I think I’m paying fair taxes but could improve.

Not confident – I’m unsure if I’m missing opportunities for tax savings.

I’m not confident and worry about tax mistakes.

Do you pay yourself a regular and consistent salary from your business? *

Yes, I have a set salary or draw.

I pay myself when I have extra money.

I often pay myself last, if at all.

I don’t have a plan for paying myself.

How confident are you that your business can support your personal financial goals? *

Very confident – my business supports my lifestyle.

Somewhat confident – it meets most of my needs.

Not confident – my personal finances are struggling.

I don’t think about my personal financial goals much.

How happy are you with the current financial health of your business? *

Very happy – my finances are in great shape.

Mostly happy, but there’s room for improvement.

Not happy – finances are a constant source of stress.

Very unhappy – I feel overwhelmed by my business’s finances.

Do you have a clear financial plan for increasing your revenue while working less in the next 12 months? *

Yes, I have a detailed plan.

I have some goals, but nothing specific.

No, I don’t have a clear plan.

I’m not sure where to start.

How prepared do you feel for unexpected expenses or financial emergencies? *

Very prepared – I have emergency funds.

Somewhat prepared – I have some savings.

Not prepared – I’m worried about emergencies

I don’t have any preparation for financial surprises.

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