Money Mastery Quiz

Quiz Questions

• 1.
  What is your annual revenue? 💸

  • A.
    Less than $100k
  • B.
    $100k - $250k
  • C.
    $250k - $500k
  • D.
    $1M +
• 2.
  How long have you been in business for? 🎉

  • A.
    Haven't started it yet
  • B.
    1 year or less
  • C.
    1 - 3 years
  • D.
    3 - 5 years
  • E.
    5+ years
• 3.
  How are you currently managing you business' bookkeeping and finances?

  • A.
    I DIY my own books
  • B.
    I have a bookkeeper
  • C.
    Simple spreadsheet
  • D.
    I haven't touched my books in forever // I don't track my finances
• 4.
  What is something you wish you current bookkeeper did more of? 🤗 (Select all that apply)

  • A.
    I would love for them to review reports with me on a regular basis so I can understand what's happening 🤗
  • B.
    I wish they sent me over my reports for me to review on my own 😭
  • C.
    I would really love for my bookkeeper to create me a budget and maintain it to keep me on track 💸
  • D.
    I never really hear from my bookkeeper and I wish there was more communication 🤨
  • E.
    I LOVE my bookkeeper and they take really good care of me
  • F.
    I don't have a bookkeeper
• 5.
  What are the biggest roadblocks and challenges you're facing when it comes to your business' finances? (Select all that apply)

  • A.
    I'm really overwhelmed with how to stay on top of deadlines... and honestly I don't even know what deadlines I need to be hitting 😅
  • B.
    I don't understand what my numbers are telling me and I wish I had more guidance on what to do with it 😭
  • C.
    I'm always unsure of what I can and can't deduct when I file my taxes 🤷🏼‍♀️
  • D.
    I want to bring on team members but I'm not sure what to pay them, how to run payroll or manage the budget to pay them 👥
  • E.
    I just feel really overwhelmed when it comes to my finances that I find myself not tracking it at all 😭
  • F.
    I've been DIYing my books but not even sure I'm doing it right and afraid I'm messing up 🙄
• 6.
  What type of business do you own? 💕

  • A.
    Online Course Creator
  • B.
    Content Creator
  • C.
    Coach
  • D.
    Creative
  • E.
    E-Commerce
  • F.
    Other
• 7.
  How many team members or contractors do you have? 👩🏼‍💻

  • A.
    None
  • B.
    1 - 3
  • C.
    4 - 6
  • D.
    6 +
• 8.
  What accounting software are you using to manage your finances? 💸

  • A.
    QuickBooks Online
  • B.
    Xero
  • C.
    FreshBooks
  • D.
    Wave
  • E.
    Good ol' spreadsheet
  • F.
    None
• 9.
  What financial records and details are you keeping on file? 🗂 (Select all that apply)

  • A.
    My bank/loan/credit card statements
  • B.
    All my receipts
  • C.
    Sales reports
  • D.
    Mileage that I drive for business
  • E.
    I don't keep any records
• 10.
  What's your overall goal for running your business? 🙌🏼 (Select all that apply)

  • A.
    Make an impact on my clients and team members
  • B.
    I just want to make money to take care of my personal bills and maybe some extra cash (I consider this to be my side hustle)
  • C.
    I plan to stick around for a long time and continue to grow and build my empire
  • D.
    I want to add on new programs, services and offerings
  • E.
    I'm happy exactly where I'm at

Quiz Outcomes

• 1.
  You Need a Bookkeeper
• 2.
  You Should DIY Your Books
• 3.
  You Need to Evaluate Your Current Bookkeeper