1-Minute Quiz & 3-Step Action Plan To Keep More of What You Earn

Quiz Questions

• 1.
  How often are your books updated and reconciled?

  • A.
    I have accurate books updated every single month.
  • B.
    I updated my books every few months, but I'm not sure if they're accurate.
  • C.
    I only update my books once per year, for tax purposes.
  • D.
    I don't have any type of bookkeeping system.
• 2.
  How often do you review your financial results (income and expenses)?

  • A.
    I review financial results at least once per month.
  • B.
    I review financial results whenever I update my books, which is not often.
  • C.
    I only review my financial results once a year, for tax purposes.
  • D.
    I never review financial results.
• 3.
  How are you currently managing cash flow?

  • A.
    I review cash flow every week, using a cash flow forecast.
  • B.
    I only review cash flow when I have a bad month.
  • C.
    I only review cash flow when it's time to pay taxes.
  • D.
    I never review my cash flow, and I'm usually flying blind.
• 4.
  How often do you set money aside to pay for taxes?

  • A.
    I set tax money aside every month, and put it in a high-yield savings account until it's time to make a payment.
  • B.
    I set tax money aside every quarter when it's time to make quarterly estimated payments.
  • C.
    I never put tax money aside, I just pay when it's time to file.
  • D.
    I never put tax money aside, and I'm currently behind on taxes.
• 5.
  Do you have an active plan to pay off business debt?

  • A.
    I have minimal debt or a clear strategy with scheduled payoff
  • B.
    I have manageable debt with a general plan to reduce it
  • C.
    I’m making payments but not sure when I’ll be debt-free
  • D.
    I have high-interest debt and no clear plan to pay it off

Quiz Outcomes

• 1.
  High Risk Zone

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  Your financial foundation is weak. You're exposed to cash flow stress, unclear reporting, or unsustainable debt. You can start taking control of your money today. Check your email for your customized 3-Step Action Plan!
• 2.
  Vulnerable but Fixable

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  You’ve got pieces in place but lack consistency. It’s time to get more intentional about systems, cash flow, and planning. You can start taking control of your money today. Check your email for your customized 3-Step Action Plan!
• 3.
  Stable with Opportunity

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  Your business is on solid footing, but small changes could lead to major improvements in profitability and peace of mind. Today can be the day you start taking your business to the next level. Check your email for your customized 3-Step Action Plan!
• 4.
  Financially Healthy

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  You’re in control of your money and have systems that support growth. Now focus on optimization and scaling confidently.Check your email for your customized 3-Step Action Plan!