Financial Services Readiness Quiz
How do you currently track your business finances?
I have no system—just checking my bank account
I use spreadsheets
I use accounting software but it’s messy
I have a clean system and understand my reports
Do you know how much it costs you to deliver a product or service?
Not really
I have a rough idea
Yes, I have job costing in place
Yes, and I regularly use it to make pricing decisions
When is the last time you reviewed your profit & loss statement?
I’ve never seen one
Over 3 months ago
Within the last month
I review it monthly with a strategy
Do you have a monthly finance routine in place?
No, I handle things when I get around to it
I review things occasionally
I have a basic routine
I have a set system with clear checkpoints
Which best describes your current financial confidence?
I feel lost and overwhelmed
I know I need help but don’t know where to start
I’m getting better but still need guidance
I feel clear and ready to grow
Calculation
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