Intro
Outsourced CFO
About
Meet the Team
About (Copy)
Our History
Home
Resources
Resource Gallery
About Us
Our Services
Careers
Blog
Contact
Pay Now
Intro
Outsourced CFO
About
Meet the Team
About (Copy)
Our History
Home
Resources
Resource Gallery
About Us
Our Services
Careers
Blog
Contact
Pay Now
Name
*
First Name
Last Name
Your Business
*
Section A: Accounting Systems
1. Is your time best spent performing the bookkeeping function, making adjustments and performing month-end reconciliations yourself?
*
Yes
No
I Don't Know
2. Do you have an accurate picture of who owes you what? What you owe to others?
*
Yes
No
I Don't Know
3. Do you have a process for keeping up with changes in the laws related to payroll and benefits?
Yes
No
I Don't Know
Section B: Financial Reporting
4. How often do you personally review financial information of the business?
*
5. What financial information do you focus on and review? How much detail do you look at?
*
6. Do you understand the financial statements of your business?
*
Yes
No
I Don't Know
Section C: Cash Flow
Section D: Profitability
Section E: Tax and Compliance
Section F: Business Financial Plan
Section G: Business Growth
Section 7
Thank you!