ExecTech Client - Financial Management Questionnaire
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Name
*
First Name
Last Name
Position
Practice Name
*
1. How much do you need to take home per month, after taxes, to cover all personal expenses, personal loans and other non-practice costs?
2. Approximately how much did you pay in taxes last year?
3. Do you owe back taxes? If so, for what years and for how much.
4. Do you feel you pay too much in taxes?
5. Who prepares your tax returns?
6. Who handles your practice disbursements (pays the payroll, bills, etc.)
7. If you are unable to save much money, how much higher would your gross collections need to be each month to do so?
8. On a scale of 1-10 with 10 being completely organized, how organized are your finances?
9. Do you have major financial commitments for the future, such as large balloon payments?
10. How much time do you spend each week dealing with your practice finances?
11. Do you review your complete financial situation before signing any checks?
12. Do you have a retirement plan?
13. Are you meeting your annual needs for your retirement plan?
14. Do you track your profit on a monthly basis?
15. What are your financial goals?
16. Is your profit higher this year compared to this time last year?
17. What problems must you overcome to reach these objectives?
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