Time & Money Impact Assessment

You must complete our 3-minute
Business Assessment Questionnaire before your scheduled session:

Company Name

# of Years in Business

Job Title

Your Name

Your Email

Increase In Sales in Past 2 Years

Increase In Expenses in Past 2 Years

How Many Days After the End of The Month Are Financial Reports Completed?

Are The Reports Received Accurate and Adequate?

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?

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?

Do All Your Systems Connect with Your Financial System?

Do You Feel Your Current Systems are Adequate?

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?

Is your Accounting / Bookkeeping done In House or by a 3rd Party?

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

Does Your Business Have Inventory?

How Is Your Business Recording Inventory?

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?

Do You have Immediate Access to Information on Potential Sales or Lost Sales with Customers?

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?

Do you Currently Have Information on Product or Project Margins?

Would you Like to Have Information on Margins?

What has Prevented you from Receiving Information on Margins?

If You Answered "Other" in the Last Question Please Explain? Type N/A if not applicable.

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Time & Money Impact Assessment

You must complete our 3-minute Business Assessment Questionnaire before your scheduled session:

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You must complete our 3-minute
Business Assessment Questionnaire before your scheduled session: