Bookkeeping & Financial Readiness Assessment

How are your financial records currently maintained?

I do everything myself (manual or Excel)

I use accounting software (e.g., QuickBooks) but need help

I have a bookkeeper or CPA handling it

My records are inconsistent or disorganized

What is your business entity type?

Do you currently process payroll?

Yes – internally

Yes – through a provider (e.g., Gusto, ADP, QuickBooks Payroll)

No – we do not have payroll needs

No – but we are planning to start

Do you maintain a clear system for accounts payable (bills) and accounts receivable (invoices)?

Yes, both systems are functioning

One is functioning, the other is inconsistent

No, I manage it ad hoc

I outsource both but still feel uncertain

How confident are you in the accuracy and timeliness of your current financials?

Very confident

Somewhat confident

Not confident

I don’t know

Do you currently have a budget, forecast, or cash flow plan in place for the next 12 months?

What’s your biggest frustration or concern related to your financial operations?

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