A. Bernadette - Finance

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…)

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?

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?

15

Questions? Comments? Concerns?