What best describes your business today?
I run the business mostly myself
I have a small team (1-5 employees)
I have 6 to 15 employees
I have a management team and multiple crews/departments and/or over 15 employees
What is your approximate annual revenue?
Under $500K
$500K – $1M
$1M – $3M
$3M – $10M
Do you currently know your monthly profit before looking at your bank balance?
Yes — we track it monthly
Somewhat — but it takes work to figure out
No — I mostly look at the bank account
Yes- I use QuickBooks or similar software but don't trust the numbers
How would you describe your current financial situation?
I don't really track numbers closely
I have numbers but don't trust them
I understand my numbers, but cash is tight
I'm growing but things feel messy
I have a team but want more control/visibility
What are you looking for right now?
a simple tool I can use myself
A structured system to follow
A combination of a system and some live guidance
Expert guidance on my specific situation
How are you currently managing your finances?
I mostly check my bank account
I use QuickBooks but don't review regularly
I review reports monthly
I have someone handling accounting
I have structured reporting/KPIs
Full Name
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First and Last Name
Title
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Title
Email
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Best Email Contact
Organization
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Website
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Industry
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Description of your organization's industry
Your
Financial
Control Score is almost ready!
If you could fix one financial issue in your business immediately, what would it be?
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Cash is tighter than expected
Profit doesn't match what I expected
Growth is happening but feels unstructured
Preparing for hiring/expansion
Just want better control/planning
I think I just want to sell, but do not know what is the first step in this process or where to start