Q1: Are your books up to date every month? *

✅ Yes — fully reconciled and categorized

⚠️ Sort of — we update them sporadically

❌ Nope — I’m behind or have no idea

Q2: How confident are you in your current cash flow situation? *

✅ Very — I check reports regularly

⚠️ I have a general idea but no real system

❌ I check my bank account and hope for the best

Q3: How do you currently manage your bookkeeping? *

✅ Outsourced to a professional bookkeeper

⚠️ I do it myself or in-house, but it’s stressful

❌ I’m behind or piecing it together when needed

Q4: Do you use financial reports to make business decisions? *

✅ Yes — I review reports with my bookkeeper or advisor

⚠️ Sometimes — I try to figure it out myself

❌ Not really — I just focus on getting through the month

Q5: How much time do you spend on bookkeeping/admin tasks per week? *

✅ Less than 1 hour — it’s mostly handled

⚠️ 1–3 hours — I’m involved but wish I wasn’t

❌ 4+ hours — it’s eating up my time

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First Name *

Last Name *

Email *

Business Name *