Grow Green Profit Advisors Assessment

1

Name* This field is required.

First Name

Last Name

2

Business Name* This field is required.Type a description

3

Email* This field is required.

example@example.com

4

Phone Number* This field is required.

Please enter a valid phone number.

5

Which industry describes your business best?* This field is required.If "Other," please explain.

Product Based

Service Based

Product and Service Based

Other

7

How many owners do you have?* This field is required.If more than one, please list their ownership percentage below.

8

Why did you start your business?Tell me your origin story!

9

In a perfect world, if your business achieved its dream state, what would that look like on a day-to-day basis?* This field is required.What's the vision? Have you reached a certain size? Opening multiple locations? Growing your team?

10

What are you financial goals for the next 3-6 months?* This field is required.

12

What's the most frustrating thing about your finances right now?* This field is required.Please explain your situation

13

What's your annual income (ballpark)?* This field is required.You can put an estimate

14

What's your annual profit (ballpark)?* This field is required.You can put an estimate

15

Have you worked with an accountant/bookkeeper before?* This field is required.

YESNO

16

What did you love about working with your bookkeeper/accountant? What do you wish had been done differently?(You can leave it blank if it doesn't apply)

17

Are you currently working with an accountant or bookkeeper?* This field is required.

YESNO

18

How are you currently reviewing your finances?Tell me how you decide if business is doing good/bad financially!