Profit Clarity Scan & Assessment

  • 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. 

  • Format: (000) 000-0000.

  • Financial Clarity & Reporting

  • Do you receive and review monthly financial statements (Income Statement, Balance Sheet, Cash Flow)?*
  • How confident are you that your financial statements accurately reflect your business performance?*
  • Can you clearly identify your top three income-generating products or services?*
  • How confident are you that your financial statements accurately reflect your business performance?*
  • Do you know how much it costs to deliver each product or service (direct costs)?*
  • Do you know your gross profit margin and is it where you want it to be*

  • Cash Flow & Liquidity

  • Do you have a 13-week cash flow rolling forecast in place?*
  • Have you experienced a cash flow crunch in the last six months?*
  • Do you consistently monitor your accounts receivable and follow up on late payments*
  • How many months of operating expenses do you have in reserve?*
  • Have you ever used credit cards, lines of credit, or loans to cover regular operating expenses?*

  • Budgeting & Forecasting

  • Do you have a written budget for the current quarter and year?*
  • How often do you compare actual results to your forecast or budget?*
  • Are you setting revenue goals based on historical performance or strategic targets?*
  • Do you know your break-even point — the minimum sales you need to cover all fixed and variable costs?*
  • When planning ahead, do you include taxes, owner’s pay, and reinvestment needs*

  • Owner Compensation & Profitability

  • Are you paying yourself consistently?*
  • Does your compensation reflect the value you bring to the business?*
  • Do you set aside a portion of profit regularly for taxes and business reinvestment?*
  • Have you calculated the true cost of your time as the owner or leader?*
  • How do your profit margins compare to your industry?*
  • If your business grew 25% this quarter, would profit also grow — or would costs absorb the gains?*

  • 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

  • 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

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