Business Name
Years in Business
Your Title
Your Name
Your Email
Increase In Sales in Past 2 Years Sales have Remained Constant
Sales Have Decreased
Sales have Increased 10% - 20%
Sales Have Increased More than 20%
Increase In Expenses in Past 2 Years Expenses Have Remained Constant
Expenses Have Decreased
Expenses Have Increased 10% - 20%
Expenses Have Increased More than 20%
I Do Not Have Accurate Information to Answer this Question
How Many Days After the End of The Month Are Financial Reports Completed? 5 -10 Workings Days
10 - 20 Working Days
30 – 45 Working Days
More than 45 Working days
Are The Reports Received Accurate and Adequate? Yes
No
If you answered No to the last question please explain. If you answered Yes - Type N/A
Who Currently Reviews the Financial Reports? Owner, CFO, Controller, Bookkeeping Staff And/Or They are only Reviewed Occasionally. Please List All that Apply.
If you answered "They are only Reviewed Occasionally" to the last question please explain why. Type N/A if not applicable.
Are the Financial Reports Adequate for making Critical Decisions? Yes
No
If you answered was No, what has Prevented You from Obtaining Accurate Financial Information? Type N/A if not applicable.
How Long Since You Updated Your Current Financial Systems? 1 Year
2 – 3 years
4 years or more
Do All Your Systems Connect with Your Financial System? Yes
No
Do You Feel Your Current Systems are Adequate? Yes
No
What Have You Tried so far to Obtain Accurate Information for Sound Business Decisions?
On a scale of 1 – 10 How Motivated are You to Obtain Accurate Financial Information for Sound Business Decisions? 1
2
3
4
5
6
7
8
9
10
Is your Accounting / Bookkeeping done In House or by a 3rd Party? In House
3rd Party (subcontractor) and I don't want it In House
3rd Party (subcontractor) but I would prefer to have it In House
If you answered "3rd Party (subcontractor) and I don't want it In House" to the last question please tell us why? Type N/A if not applicable.
Increase in # of Employees in past 2 years No Increase
1 – 5
5 – 10
More than 10
Does Your Business Have Inventory? Yes
No
How Is Your Business Recording Inventory? Manually on Spreadsheets
With A Software Application
N/A
Is The Inventory Software Application Adequate and Links with Accounting Software? (Type N/A if you don't have inventory)
Does Your Business Have Information on Customers Preferences of Products / Services? Yes
No
Do You have Immediate Access to Information on Potential Sales or Lost Sales with Customers? Yes
No
Is Your Business Having Issues with Cashflow? If Yes, please explain. Type N/A if not applicable.
Is Data Entry of Bills and Receipts Automated? Yes
No
Do you Currently Have Information on Product or Project Margins? Yes
No
Would you Like to Have Information on Margins? Yes
No
N/A
What has Prevented you from Receiving Information on Margins? Didn’t know how to get it
Don’t have the correct system in place to receive it
Do not fully understand how to get the information with the processes/systems we have
Do not understand margins
Other
N/A
If You Answered "Other" in the Last Question Please Explain? Type N/A if not applicable.
Is there any other information you would like to share for your Business Assessment?
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