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How many employees does your company have?
  • 1-5

  • More than 5


    • Back
    Do You Have A Bookkeeper?
  • Yes

  • No


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    What is your entity formation type?
  • Sole proprietorship

  • Partnership

  • Limited liability company

  • Corporation


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    On a 1-5 scale, How would you rate this statement: We need to better understand our costs and where we are struggling each month. It feels like we are living paycheck to paycheck business wise.
  • 1
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  • 5
    • Most Likely
    Less Likely

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    On a 1-5 scale, How would you rate this statement: "We're growing the business but not making any more money because we're spending it all to grow."
  • 1
  • 2
  • 3
  • 4
  • 5
    • Most Probably
    Less Probably

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    On a 1-5 scale, How would you rate this statement: Cashflow is a challenge for us
  • 1
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  • 5
    • Most Probably
    Less Probably

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    What Accounting Software Does Your Company Use?

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    What is the date your books were last closed?*

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    Do you offer your customers credit terms?*
  • Yes

  • No


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    What are the credit terms? (i.e. net 30 days)

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    What is your #1 financial goal for the next 12 months?

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    On a 1-10 scale, How would you rate your company's current financial strategy to address AND SOLVE cash flow issues
  • 1
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  • 10
    • Weak
    Strong

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    On a 1-10 scale, how would you rate your company's ability to Getting the business structured to sell - Financial systems & Processes. - Need to document and have financials that can be shared with interested parties.
  • 1
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  • 10
    • Best
    Worst

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    Do you have a sales forecast?

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    Do you have access to outside capital?
  • Yes

  • No


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    What are the types and dollar amounts?

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    Do you have a line of credit in place?
  • Yes

  • No


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    How much is your line of credit?

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    What was the company's total revenue for the most recent fiscal year?
    Only Numbers Allowed (If your revenue is $1 Million type in 1000000)

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    Do you track how many new customers you acquire each month?
  • Yes

  • No


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    Do you have a budget?
  • Yes

  • No


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