Tell us about your biz! How long have you been doing what you’re doing?
A.
I’m still in the “planning out my start” stage! But hoping to make everything official soon
B.
Only a year or so! Can’t believe everything I’ve accomplished in that time…
C.
It’s been between 2-5 years since I started out. Let’s just say I know my way around running a biz :)
D.
We’ve been in biz for 6-9 years. That 5-year mark was a big milestone, but now we’re ready to take things to the next level!
E.
My business is old enough to be in middle school by now! Happy to say that it’s been 10+ years and we’re still going strong
2.
What made you decide to do what you do? (Select all that apply)
A.
I’m all about making an impact! Knowing I’m helping people in my niche is *pure bliss*
B.
My family is a big part of it. Setting the stage for generational wealth is a huge goal of mine
C.
I have some big retirement dreams (anyone up for a week in Paris?) and know building a business can help me get there faster
D.
I’m in love with the entrepreneur lifestyle. A flexible schedule? Scalable income? The freedom to travel on a whim? Yes, please!
E.
Three words: passion, passion, passion. (Okay, that’s one word. But it deserves to be put on repeat!)
3.
Let’s get down to the nitty-gritty. What does your annual revenue look like?
A.
I’m hustling to get to that 6-figure mark! But right now I’m below 99k in revenue :)
B.
My biz has grown at a good pace — we’re making between 100k - 500k
C.
We’re sitting pretty between 500k - 999k right now
D.
Proud to say that my biz has crossed the 7-figure mark! We bring in about $1 million - $2M in revenue
E.
We’re making between $2 million - $5M (But plan to keep going up from here!)
F.
We’re somewhere past the $5 million mark
4.
What are the biggest challenges you’re facing when it comes to your business finances? (Select all that apply)
A.
Honestly? The basics are already leaving me overwhelmed. I need to get my systems for basic bookkeeping down, but am not sure where to start
B.
I know money is leaking through the cracks. There have to be deductions I’m missing or hidden ways I’m losing money. I just can’t spot them by myself…
C.
How much time it all takes. I could figure out how to do my finances myself, but who has time for that? I’ve got a business to run!
D.
Is it normal to be this afraid of the IRS? The thought of getting an angry letter from Uncle Sam has me sweating…
E.
I need eyes on cold, hard, financial data to figure out next steps for growth. But complicated financial analysis seems like a job best done by an expert
F.
Paying out my employees, contractors, and vendors. I don’t want to lose out on talent because my team isn’t being paid right!
G.
The stress of it all. Someone please just wave a wand and take all my bookkeeping tasks away…
5.
When it comes to where you operate, are you mostly an online or offline biz?
A.
I’m all about brick and mortar! I have a storefront and operate fully offline
B.
I’m all online! (Glad you asked, because finding someone who understands the unique struggles of being an online biz has been, well…a struggle)
C.
I like to spice things up! My business is partly online, partly offline
6.
When it comes to your team…who are the major players?
A.
I am the captain, the coach, and all the players on the field. I’d love to outsource, but I’m not quite there yet!
B.
I have a few incredible employees by my side! I wouldn’t trade their help for the world (and plan to keep hiring as I grow)
C.
I have 10+ employees on payroll and I’m not afraid to hire contractors when I need to! I’ve been doing this long enough to know that more support = more growth
7.
This is an important one…what part of your business brings you the most joy?
A.
The people: Helping others is truly my happy place
B.
My team: When I say that I have the best crew behind me, I really mean it…
C.
My purpose: There’s no better feeling than finding success while doing what you love
D.
The freedom: I’ve done the whole 9-5 thing, now I love being able to set my own schedule
E.
The money: There’s nothing better than setting myself (and loved ones!) up for long-term financial stability
8.
In a dream world, what would accounting support look like for your biz? (Select all that apply.)
A.
Handing my bookkeeping over completely, while still being in the loop about what’s going on with my finances
B.
Having someone guide me through the money pieces of my biz: telling me when it makes sense to outsource, what to do with my biz savings, and how to keep more $$$ in my pocket
C.
Never. Having. To. Think. About. Taxes. Again. (Need I say more?)
D.
Someone who can show me easily-repeatable systems for getting my bookkeeping done correctly with just 15 minutes a day
E.
Having a team who can perform all the complicated financial analysis for me. While sending reports that make it easy to set short-term and long-term plans for growth
F.
Having someone look over my books and tell me what I’m doing correctly — and what I need to change so I can properly handle everything myself
G.
Having a trusted, vetted, expert who is a pro at knowing my unique business and niche. One who can take accounting totally off my plate (while still answering any questions I have along the way)
