Start Where You Are Assessment

Thank you for taking the FinancingMan Start Where You Are Assessment. By taking this, you will help me assess where you are right now with the management of, and attitudes about, your business finances. You may experience both feelings of satisfaction and of discomfort, and I encourage you to allow yourself to feel and express whatever comes up as you move through this. So please answer all questions as completely and as detailed as possible, and I look forward to discussing your answers with you. Your investment of time here is likely to be 25-30 minutes. This assessment is property of @financingman & Keith Kohler. It can not be copied or recreated for any purpose without written permission from the intellectual owner.

For questions, please contact assessment@financingman.com

Your name

Your email address

Your phone number

Would you prefer we follow up with you via

Describe your type of business

Where can we find you on social media?

(e.g. LinkedIn, Instagram, Facebook, etc.)

How much cash do you have in your business account(s) right now?

Did you know off the top of your head or did you have to look for it?

What was your total revenue in 2021?

Did you know off the top of your head or did you have to look for it?

What was your net income in 2021?

Did you know off the top of your head or did you have to look for it?

Do you have a good idea of what your final total revenue in 2022 will be?

If you answered "yes," what will it be?

Please list all of your different revenue streams.

Do you have a good idea of what your final net income in 2022 will be?

If you answered "yes," what will it be?

Do you have any bank loans? If so, please list the types, the current balances, and the monthly payments.

Did you know off the top of your head or did you have to look for it?

Do you have business credit cards?

If yes, what is (are) the balance(s)?

Did you know off the top of your head or did you have to look for it?

Do you have a personal credit card you use for business expenses?

If yes, what is the balance?

How much money have you yourself contributed to the business since starting up?

Have you received any money from friends and family? If so, how much?

What is the current balance of your personal checking account?

Did you know off the top of your head or did you have to look for it?

What is the current balance of your personal savings account?

Did you know off the top of your head or did you have to look for it?

How much revenue do you expect in this current month?

Do you know how much money you are owed by your clients (e.g. total outstanding invoices)? If so, how much?

How often do you check your business bank account balances?

How often do you check your personal bank account balances?

Do you have a bookkeeper?

If yes, what do they do for you? (Please answer off the top of your head without looking back at any agreement you may have signed)

If yes, how often do you speak with them?

If no, why not?

Do you have a CPA?

If yes, what do they do for you? (Please answer off the top of your head without looking back at any agreement you may have signed)

If yes, how often do you speak with them?

If no, why not?

Do you use accounting software?

If yes, which one?

Thank you for filling out the questions above. How did you feel as you were answering these questions? What feelings came up?

How do you feel about the balances/figures for each of the questions above? (e.g.: high/low, good/bad, upsetting/comforting). Please be as specific as possible.

What do you believe you do well in managing your business finances?

What do you believe needs improving and/or are pain points for you?

Do you have any additional questions or comments regarding your business finances that we can review together?

Congratulations! You made it to the end of this quiz! Well done! We believe that this indicates that you're committed to, and on your way towards, mastering your business finances!