What Level is Your Design Business?
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 intensive? *
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 intensive? *
What's been holding you back? *
What are your biggest headaches in what you do on a daily basis? *
Email *
