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Next Step to Profitable Business

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Question 1 of 9

1. What is your biggest pain point when it comes to your business finances? 

A

I feel totally clueless about my finances and shy away from it as it's too hard.

B

My business is making sales, I feel like I’m constantly working and on the verge of burnout, and the money I take home doesn’t correlate to the amount I work.

C

It's totally unpredictable, I never know how much cash I’m going to have or if I can pay my bills let alone how much money I can pay myself.

D

I don’t look at the numbers in my business and hope my accountant or bookkeeper will tell me what is going on.

Question 2 of 9

2. How do you really feel about managing the money in your business? 

A

I know I should keep up with my bookkeeping and run a Profit and Loss but I rarely do. I might enter transactions into Xero or a spreadsheet at the end of the year.

B

I don’t manage my cashflow. I use my credit card to pay bills when I don’t have cash in the bank and then don’t pay myself for months.

C

When I get a new client or make more sales I resent it because it means more work.

D

I find the numbers part of business overwhelming and confusing.

Question 3 of 9

3. How would you describe your business spending? 

A

I’m pretty careful with my spending but I never seem to have enough money to pay myself.

B

Money just flows in and out and I never know if I have enough income to pay my bills and pay myself every month.

C

I have a general idea of what I spend but need reports to help me track my costs.

D

I really have an idea of what costs I need to track.

Question 4 of 9

4. How do you feel about the profitability of your business? 

A

I don’t know if my business is profitable.

B

I feel like I work so hard but it is not printable no matter how hard I try.

C

It is profitable but only just and don’t know what I can do to improve it.

D

It is very profitable and I can pay myself a good monthly salary.

Question 5 of 9

5. What’s your biggest struggle at tax time? 

A

Do I have to pay tax or GST?

B

I do my own taxes, but don’t enjoy it and tend to scramble to get my receipts together.

C

I hold my breath and hope I don’t owe the government any money.

D

It frustrates me because I work so hard and have made hardly any profit.

Question 6 of 9

6. You wish you had more ……in your business. 

(Select all that apply)
A

Time

B

Knowledge

C

Help

D

Profit

Question 7 of 9

7. If you could wave a magic want, you would want? 

(Select all that apply)
A

All the back-end finance and admin are managed for me so I can focus on what I do best and love.

B

To feel confident in my business finances, accounting and taxes so I don’t miss anything important.

C

A system for managing cashflow so that I can pay my bills, grow my business and pay myself every month.

D

A profitable business that gives me the freedom and choice to live my best life.

Question 8 of 9

8. Who does your bookkeeping for you? 

A

I do (sometimes) but I don’t really know what I’m doing.

B

I love doing my own bookkeeping.

C

I would love to hire someone but I can't afford it.

D

I have a bookkeeper as it's not my skill set.

Question 9 of 9

9. How many employees do you have (not including yourself)? 

A

None, it's only me.

B

Between 1-5

C

Between 6-20

D

More than 20

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