Profit Clarity Scan & Assessment

Welcome to the Profit Clarity Scan & Assessment. Your responses will be held in strictest confidence. The Scan was designed to give you clarity, not judgment. This is an opportunity to pause, reflect, and approach your business finances with a growth mindset. See where you are today and identifying the opportunities that will strengthen your confidence and control over your business finances tomorrow. Once you complete the assessment, you’ll receive insights into your financial strengths, a few practical next steps you can take right away, and the option to dive deeper through my 90-Day Profit Intensive coaching program if you’re ready to accelerate results. The Assessment should only take you about 5-10 minutes.

Name

First NameLast Name

Email*

example@example.com

Phone Number

Please enter a valid phone number.

Do you receive and review monthly financial statements (Income Statement, Balance Sheet, Cash Flow)?*

YesNoI don't know

How confident are you that your financial statements accurately reflect your business performance?*

Very ConfidentSomewhat ConfidentNot confident

Can you clearly identify your top three income-generating products or services?*

YesNoI only have one income producing activity

How confident are you that your financial statements accurately reflect your business performance?*

Very ConfidentSomewhat confidentI am not sureMy financial data is not current

Do you know how much it costs to deliver each product or service (direct costs)?*

YesNo

Do you know your gross profit margin and is it where you want it to be*

I know it and it is where I want it to beI know what my gross profit margin is but it isn't where I want it to beI do not know my gross margin

Do you have a 13-week cash flow rolling forecast in place?*

Yes I have a 13 week rolling forecastI have a cash forecast but not a 13 week rollingI have no cash flow forecast

Have you experienced a cash flow crunch in the last six months?*

No, my business is always flush with cashI have had a small crunch but It was managableI am so stressed about cash all the time

Do you consistently monitor your accounts receivable and follow up on late payments*

Yes, monthly at least, sometimes more frequentlyNever, I am paid upfront for all my services/productsOnly when I have a cash crunch or feel the urge

How many months of operating expenses do you have in reserve?*

6 months or moreLess than 6 but more than 2I have a little bit but less than 2Reserve - I am in the hole

Have you ever used credit cards, lines of credit, or loans to cover regular operating expenses?*

Never, I always have cash to pay for my operating expensesI use but only for short term cash issues of less than a couple of weeksI use regularly but always seem to get back on the right side quicklyIf I didn't have these options, I could not operate

Do you have a written budget for the current quarter and year?*

YesSort ofNo

How often do you compare actual results to your forecast or budget?*

MonthlyQuarterlyAnnuallyNever

Are you setting revenue goals based on historical performance or strategic targets?*

Strategical targetsHistorical performanceSome other methodI don't set revenue targets

Do you know your break-even point — the minimum sales you need to cover all fixed and variable costs?*

YesNo

When planning ahead, do you include taxes, owner’s pay, and reinvestment needs*

YesNo

Are you paying yourself consistently?*

YesNo

Does your compensation reflect the value you bring to the business?*

YesNo

Do you set aside a portion of profit regularly for taxes and business reinvestment?*

YesNo

Have you calculated the true cost of your time as the owner or leader?*

YesNo

How do your profit margins compare to your industry?*

I have a clear picture of the industry benchmarks for profit and we are alignedI have a clear picture of the industry benchmarks for profit and we do betterI have a clear picture of the industry benchmarks for profit and we don't measure upI have no idea

If your business grew 25% this quarter, would profit also grow — or would costs absorb the gains?*

I have done a review of this scenerio and profits will grow 25% or more with revenue growth of 25%I would hope so but have done nothing to validate thisI doubt it or have no idea

Congratulation your Profit Scan and Assessment Score is complete >3

Your Score indicates you are an up and coming in the understanding you finance score. Here is some things your should consider

Your Total Assessment Value

Congratulation your Profit Scan and Assessment Score is complete>15

Your Score indicates you are growing in your confiort level in the understanding you finance score. Here is some things your should consider

Congratulation your Profit Scan and Assessment Score is complete<15

Your Score indicates you are an up and coming in the understanding you finance score. Here is some things your should consider

Profit Clarity Scan & Assessment

Financial Clarity & Reporting

Cash Flow & Liquidity

Budgeting & Forecasting

Owner Compensation & Profitability