• Business Financial Health Check

    Answer a few questions about your business and numbers for a confidential review.
  • Answer a few questions about your business and your numbers. Mario will review your answers and get back to you within 2 business days with what he sees and which plan would help most. Everything you share is kept confidential.

  • About you and your business

  • Format: (000) 000-0000.
  • Years in business*
  • Annual revenue*
  • Number of employees

  • Your books today

  • Who keeps your books?*
  • What do you use?*
  • How current are your books?*
  • Do you have bank accounts and credit cards used only for the business?*
  • Do you get a profit and loss statement and balance sheet every month?*

  • Cash

  • If sales stopped today, how long could the business pay its bills from cash in the bank?*
  • In the last 12 months, has it been hard to make payroll or pay yourself?*
  • How often do customers pay you late?*
  • Do you know roughly how much cash you'll have 4 to 8 weeks from now?*

  • Profit and pricing

  • Do you know which jobs, products, services or customers make you the most and least money?*
  • When did you last raise your prices?*
  • As sales have grown, has your profit grown too?*

  • Taxes and compliance

  • Have you had a tax bill bigger than you expected in the last 2 years?*
  • Are your payroll tax and sales tax filings current?*
  • Have you received any IRS or state notices in the last 2 years?*

  • Controls

  • Who can sign checks or send money from the business accounts?*
  • Who reviews the bank and credit card statements each month?*
  • Have you ever found theft, a large error or money you couldn't account for?*

  • Your goals

  • What are your biggest financial challenges right now?*
  • What are you planning in the next 12 months?*
  • How much could you invest each year in financial help?*
  • How soon do you want help?*
  • How did you hear about Books Blueprint?*

  • Final

  • Should be Empty: