Take 3 minutes
to see how confident you really are with your business finances
First Name
Email
*
What is Your Annual Revenue
0 - 1M
1M - 1.5M
1.5M - 3M
3M - 5M
5M +
1. Do you review your financials monthly with full confidence in the numbers?
Yes, every month
Sometimes
Rarely or never
2. Can you quickly identify your most profitable services or clients?
Yes
I have a rough idea
No
3. How often do you feel surprised by your bank balance or cash flow position?
Never
Occasionally
Frequently
4. Are your financial reports easy to interpret and actionable?
Yes
Somewhat
No, they confuse me
5. Who prepares your financial reports?
CFO or financial strategist
Bookkeeper/Accountant
I do / I’m not sure
6. Do you forecast your cash flow at least 30-90 days ahead?
Always
Sometimes
Never
7. Have you reviewed or adjusted your pricing in the past 12 months?
Yes
No
Not Sure
8. How confident are you that you’re not overspending in any major area?
Very Confident
Somewhat Confident
Not Confident
9. Have you done a profit margin analysis across products/services?
Yes
No
I don't know how
10. Are you paying yourself consistently and at a level that reflects your role?
Yes
Occasionally
No
11. Do you currently use your financial data to guide strategic decisions?
Always
Sometimes
Rarely
12. How prepared would you feel to hire a new team member right now?
Fully Prepared
Depends
Unprepared
13. If a growth opportunity came your way tomorrow, how ready would you be to act?
I’d move quickly and confidently
I'd Hesitate
I wouldn’t know what to do
14. Do you have a financial roadmap or strategic plan for the next 12 months?
Yes
It's in progress
No
15. What best describes how you feel about your business finances?
In Control
Managing
Scrambling
