Find Your Financial Blueprint 

Quiz Questions

• 1.
  I keep all my business banking separate from my personal accounts. I have a separate bank account for business purposes only

  • A.
    Yes
  • B.
    No
• 2.
  How often are your banking accounts reconciled by you or a bookkeeper?

  • A.
    Once a month
  • B.
    Quarterly
  • C.
    Annually
  • D.
    Never
  • E.
    What does reconcile mean?
• 3.
  I know if last month was profitable, and how much cash is in the bank

  • A.
    Yes
  • B.
    No
  • C.
    I'm not sure
• 4.
  I proactively plan for taxes, know what I will pay, and am cash planning

  • A.
    Yes 
  • B.
    No
• 5.
  I have multiple sources of revenue, and I have more than 2 customers supporting my revenue

  • A.
    Yes
  • B.
    No
• 6.
   Monthly expenses on or under budget

  • A.
    Yes, on our under budget
  • B.
    I'm often over budget
  • C.
    Haven't gotten around to budgeting
• 7.
  You pay yourself ...

  • A.
    Always and on time.
  • B.
    Whenever I need money
  • C.
    Rarely
• 8.
  My Profit Margin exceeds 10%

  • A.
    Yes
  • B.
    Not Yet
  • C.
    I'm not sure

Quiz Outcomes

• 1.
  You're in the money!

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  Congratulations! You're committed to healthy business accounting habits and it shows. Good documentation, record keeping and relevant analytics will definitely help your business thrive in the long run.Seeing as you take great care of your business's financial well-being, you are well aware of how time consuming and tedious accounting tasks are. Imagine how much time you could save by outsourcing this part of your business to a professional!You need more than a bookkeeper. You want someone who will give you advice and help you make confident business decisions. You are ready for an advisor with the knowledge and experience to help you strategize and scale. You're a CEO. CEO's need financial STRATEGY. [Not just data.] .It's time to bring in a CFO to help you learn how to use your financial data to make confident decisions as you grow and scale. You’re doing awesome, and have the accounting basics covered. Are you ready to take it up a notch as you really step into your role as CEO? You know it’s time to do the work, and I want to help you continue to build informative financial data so you can have confidence in your next moves for growth!
• 2.
  You're off to a great start!

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  You're making a solid effort to keep up with your business's money and finance, but some things tend to fly under the radar. Trust me, I completely understand! As an entrepreneur, I know how hectic things can get when you're juggling day to day tasks and filling all the roles.Not only that, I know numbers can be intimidating. We tend to procrastinate on things we're uncomfortable doing. The good news is, you have a couple of options to make understanding your numbers and finance as a part of your business. The more you know about your numbers, the more CONFIDENT you can be when making decisions about your future.1. Block out your own CFO time every week. Take time to update your current data, look at how you did versus what you expected, and make choices on how you will handle the next week of selling, spending, and saving.or2. Book a consultation to learn how to adding a Virtual CFO expert to your team can help. I love numbers & strategy, and you'd also have access to my unique blend of over 20 years in accounting and finance AND my intimate knowledge with the online service business world. It's a unique knowledge blend! I believe understanding your financial numbers is reading the story of your business. Your CFO can help you gauge how well your business is really doing. Without the stress, anxiety, and confusion. With timely and accurate records you can then use your financials to budget, forecast and improve your business's financial health. The extra time on your hands is an added plus!You’re doing well, and have the accounting basics covered. Are you ready to take it up a notch as you step into your role as CEO? You know it’s time to do the work, and I want to help you get started!
• 3.
  Your books probably need some TLC 

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  If you're intimidated by numbers, or even thinking about numbers, you're definitely not alone. In a recent Your CFO poll, 78% of business owners said that thinking about money and financial numbers gives them the most anxiety. It's often overwhelming, tedious, and sometimes just frustrating. BUT, healthy accounting practices are not only a good idea...they are vital to the success of your business.Whenever I work with business owners, I like to make talking about your business and your next steps a priority, we don’t just look in the past. We use numbers and data to help you make confident choices.Take a big deep breath with me, and repeat….”Numbers do not have emotions”. I desire for you to see your numbers as a piece of the puzzle for making decisions. They don't say how you are as a person, a business owner, or a friend. It's a lot easier to not give your financial data emotions when you have someone else walking you through accurate and timely reports, and what exactly they are telling you about your business.Or, it could be that you simply don't have time to give your books the attention that they need. If you only think about accounting when it's time to file taxes, then your business is in desperate need of a system that works. Book a consultation to determine how we can build a well-oiled, paper-free accounting machine. With Your CFO on your team, expect to go beyond simple compliance. The goal is to drive growth and confidence through healthy books. Are you ready to make sure you have the basics covered as you step into your role as CEO? You know it’s time to do the work, and I want to help you get started!