A. Bernadette - Finance

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A. Bernadette - Finance

A. Bernadette - Finance

Work smart, not hard, take this free survey and examine how your time is best put to use.

15Questions

1
What's your name?
First Name
Last Name
2
Email
example@example.com
3
Brand Name and Website
4
How familiar/comfortable are you with personal/business finance?
Uncomfortable
Comfortable
Very Comfortable
5
What was your family’s relationship with money? (Ex: We never talked about it, It was a source of pride…)
Huge
Large
Normal
Small
Ok
Ok
6
What tools do you use to manage your personal/business finances?
Excel Spreadsheet
Money Management App (Ex: Mint)
Banking App (Ex: QuickBooks)
I don't use any tools...
7
Do you have a registry/ledger?A registry is an accounting tool that records any payments (cash, checks, and transfers) coming in an out on account. All of this information is displayed as a spreadsheet that includes transaction dates, check numbers, payers or payees, and sources of transactions.
YESNO
8
Do you have a profit and loss statement?A profit and loss statement is a record of a business' revenue and expenses, generated within a specified time period.
YESNO
9
How often do you record your profit and loss statement?Ex: Weekly, Monthly, Quarterly, Annually.
10
Do you know what a profit and loss statement is?
YESNO
11
Do you pay yourself with revenue from your business?
YESNO
12
Is it consistent? How do you determine your salary?
Huge
Large
Normal
Small
Ok
Ok
13
Would you like help creating a plan to pay yourself a salary?
YESNO
14
What are your biggest concerns when it comes to finance?
Huge
Large
Normal
Small
Ok
Ok
15
Questions? Comments? Concerns?
Huge
Large
Normal
Small
Ok
Ok
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A. Bernadette - Finance

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