Welcome to Perk's Financial Health quiz

1
First of all, what's your business name?Enter your business name below.
2
How frequently do you review your financial statements?Select an answer below.
Please Select
Please Select
Monthly
Quarterly
Annually
Rarely or never
3
Have you established a budget for your business?Select an answer below.
Please Select
Please Select
Yes, and I review it regularly
Yes, but I rarely review it
No, but I plan to create one soon
No, I don't have a budget
4
Do you use accounting software or tools to manage your finances?Select an answer below.
Please Select
Please Select
Yes, regularly
Sometimes, but not consistently
No, I prefer manual methods
No, I haven't explored accounting software options
5
How do you track and manage your business's expenses?Select an answer below.
Please Select
Please Select
I use accounting software to track expenses
I keep manual records of expenses
I review expenses periodically
I struggle to track expenses effectively
6
How do you handle cash flow fluctuations in your business?Select an answer below.
Please Select
Please Select
I have a cash reserve for emergencies
I adjust spending and expenses accordingly
I seek external financing
I struggle to manage cash flow fluctuations
7
On a scale of 1 - 5, how do you manage your business's debt?Select an answer below.
Please Select
Please Select
1 - Very Poor
2 - Poor
3 - Neutral
4 - Effective
5- Very Effective
8
Have you sought professional financial advice for personal, or professional use? Select an answer below.
Please Select
Please Select
Yes, for personal use only
Yes, for professional use only
Yes, for both personal and professional use
No, I have not sought professional financial advice
9
Are you aware of local tax or sector specific incentives/grants available for small businesses?Select an answer below.
Please Select
Please Select
Yes, I'm familiar with several options
I know of a few, but would like to learn more
I'm not sure
No, I'm not aware of any
10
Have you developed a plan for retirement savings as a small business owner/startup founderSelect an answer below.
Please Select
Please Select
Yes, I have a retirement savings plan in place
I've considered it, but haven't made a plan yet
No, but I plan to start saving for retirement soon
No, I haven't thought about retirement savings
11
Thank you for completing the survey! Please provide your email address below so we can send you your results. We will be in touch soon!
example@example.com
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