Securing Financial Success For Your Business – Questionnaire

Just a few questions to help me get to know you!
—Peter

What is your name/business name? How many years have you been in business? *

What is your business entity? Sole proprietor, S Corp, Partnership, etc. *

Do you use project management software that integrates with QBO? If yes, which one? Is the connection turned on to QBO? *

Do you have your own bookkeeper? *

Does your bookkeeper share your reports with you? *

How many different types of bank accounts do you use in your business? *

How many different credit cards do you use in your business? *

Do you have any team members? Do you pay them as an independent contractor or an employee? *

What is the one question you hope to have answered by the completion of this class? *

On a scale of 1 through 5 (5 being the most important) please rate how interested you are in the following subjects:

Having a design specific chart of accounts *

Properly reviewing Accounts Receivable and Retainer / Proposal Payments before Invoice by Customer *

Setting up a system to review Vendor Payables by Due Date *

How much cash in my business is really mine? *

Monthly Budgets and Cash Forecasts *

What are your goals for attending this class? *

What's been holding you back? *

What are your biggest headaches in what you do on a daily basis? *

Email *