How Steady is Your Financial Foundation? 

Quiz Questions

• 1.
  Do you have a separate bank account for business purposes only?

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  • A.
    Yes
  • B.
    No
• 2.
  How often do you reconcile business bank accounts?

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  • A.
    Once a month
  • B.
    Quarterly
  • C.
    Annually
  • D.
    Never
  • E.
    What does reconcile mean?
• 3.
  If I asked you 'How Much Money is Your Business Making?' You'd say...

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  • A.
    I know exactly how much money is coming in each month!
  • B.
    I'm not quite sure. Let me get back to you on that...
• 4.
  How often are you paying yourself?

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  • A.
    I pay myself regularly
  • B.
    I pay myself whenever I have cash left over
  • C.
    I haven't been able to pay myself quite yet
• 5.
  Is your business current on its tax filings and payments?

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  • A.
    Yes 
  • B.
    No
• 6.
  Does your business have positive monthly cash flow?  

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  • A.
    Yes
  • B.
    No
  • C.
    I'm not sure
• 7.
  Are monthly expenses on or under budget?

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  • A.
    Yes
  • B.
    No
  • C.
    Haven't gotten around to budgeting
• 8.
  Bills are paid...

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  • A.
    Always on time.
  • B.
    Sometimes on time.
  • C.
    Usually late.
• 9.
  Are you making a profit?

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  • A.
    Yes
  • B.
    Not Yet
  • C.
    I'm not sure

Quiz Outcomes

• 1.
  You're a financial rockstar!

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  Congratulations! You're committed to healthy business accounting habits and it shows. Good documentation, record keeping and relevant analytics will definitely help your business thrive in the long run.Achieving and maintaining your financial rockstar status takes time. Time that can be spent doing things you love to do. Time that can be spent with family and friends. Time that could be spent on the parts of your business you love most.Hi! I’m Cheree and like you, thanks to 17 years of being committed to providing excellent care and service to patients, I understand what it’s like to put the needs of others first and let your personal and business needs come in last (just ask my two boys). Which is why my biggest passion is allowing my clients to focus on the aspects of their business they truly love, while I handle the area of their business that I truly love (those messy receipts, budgeting and forecasting). If you'd like to explore options to free up your valuable time by adding an accounting expert to your team, feel free to book a consultation to discuss your needs.
• 2.
  You're off to a great start!

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  You're making a solid effort to keep up with your business's accounting requirements, but some things tend to fly under the radar. Trust me, I completely understand! As an entrepreneur, I know how hectic things can get when you're juggling day to day tasks.Not only that, I know accounting can be intimidating. We tend to procrastinate on things we're uncomfortable doing. Fortunately, there’s a way to take back control of your finances in a way you can actually understand. Here at Tranquility Bookkeeping we get a rush from taking a chaotic pile of receipts and turning them into a clear cut financial statement. Bookkeeping is a passion. Working with us means you never have to weed through a maze of forms, requirements, deadlines, and constantly changing tax laws again. On top of that, we’ll keep you in the loop on all possible financial opportunities available to your circumstances.If you'd like to explore ways to really take charge of your finances by adding an accounting expert to your team, feel free to book a consultation to discuss your needs.
• 3.
  Your books could use some TLC

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  If you're intimidated by accounting, you're definitely not alone. You’d be surprised how many business owners seem as though they have it all together on the outside but are guessing when it comes to their finance management.Fortunately, there’s a way to take back control of your finances in a way you can actually understand. Here at Tranquility Bookkeeping we get a rush from taking a chaotic pile of receipts and turning them into a clear cut financial statement. Bookkeeping is a passion. No one can do what you do quite like you, which is why there’s so much value in entrusting the things that aren’t your zone of genius to a qualified expert (like us).Whether you’re completely in the dark about your business finances or you’re just ready to hand over the reigns and get back to brunch, we got you covered! Book a consultation to determine how we can build a well-oiled, paper-free accounting machine. With a bookkeeping professional on your team, expect to go beyond simple compliance. Because we know that every little detail matters when it comes to providing you with financial peace of mind and getting you back to what you do best (whatever that looks like).