TAKE THE BUSINESS HEALTH CHECKUP
We are looking forward to partnering together.
When would be a good time to connect?
What is your role in your primary business?
Who is the main contact person for interacting with your company?
Who referred you to us?
What is the best email to reach you?
What is the best phone number to reach you?
Have you read Profit First by Mike Michalowicz?
How did you hear about us?
Describe your Primary Business and how it generates income:
List any additional entities (you want your CFO to help you with) and their main income source:
Do you have any business partners and if so, who is the primary decision maker?
No, just me
How do you feel about the current financial state of your businesses?
When it comes to your business finances, select all that you feel:
Confused (Want to understand what my CPA is actually saying)
Neither here nor there
I loathe with a burning passion the number crunching
I enjoy the finance/accounting side of my business
Confident in my business finances
Want to make more profit but can't figure out how or know if I even am making a profit
I'm making profit but frustrated that I can't seem to make more
What is the most important challenge that SimpleCFO can help you overcome?
From your perspective, what is the solution?
Complete this sentence: In working with SimpleCFO, success looks like____________.
What would be your top priority with your CFO if we were to work together?
What is the most important objective that SimpleCFO can help you achieve?
Which statement resonates the most with you?
I have a major financial clean up (12 months or more of data) on my hands
I have a minor to medium clean up (Less than 12 months of data)
I know my numbers and need a CFO to help guide me
How would you feel if you understood how cash flowed in your business, had more profit, knew your KPI’s and had clean & up-to-date books?
What is your #1 goal or focus for the next 12 months in your business?
What was your gross profit for the last 12 months across all your entities?
In 3 years from now, what would you like your gross profit to be?
Do you have any cash reserves in place? If so, how many months of expenses would it cover?
No, we don’t have cash reserves right now
Do you know what your total profit has been in the past 6 months?
Do you have KPIs (Key Performance Indicators) around your business finances?
Which statement best describes your bookkeeper?
I need to hire a bookkeeper because I don’t have one
My bookkeeper is underperforming and/or not teachable. I need to replace him/her.
My bookkeeper is great and is coachable, but needs more training
My bookkeeper is amazing, competent, and I know they are the right fit!
If you have a current bookkeeper, what is his/her name or the company’s name?
Do you have a QuickBooks Online (QBO) account or a different accounting software?
Yes, we are on QuickBooks Online
Yes, we are on QuickBooks Desktop
No, we are on a different system
No, I don’t have any books and need them to be set up.
How many entities do you manage with your accounting software?
Do you currently work with a Tax CPA or Accountant? If so, who is it?
Are you current on tax returns? If not, what year did you last file?
How many bank accounts do you have right now?How many bank accounts do you have right now?
How many business credit cards?
Do you have the purchase and sale documents for all your properties stored online somewhere? If yes, where?
Is there anything else you wish to share?
Do you wish to be put on the waitlist? (First come, first serve)
© 2021 David Richter |
WordPress Website Services
Terms of Service
Terms of Service