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VIP Implementation Day - Business Assessment

This assessment will help us prepare for your VIP Implementation Day. These question will focus on the technical tools used in your business and your mindset as a business owner.  Both are required for success.  

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Let's Talk About Your Numbers

Question 2 of 5

Do you have an accounting system? What do you currently use to view the financials of your business? 

(Select all that apply)
A

No, I do not have an accounting system.

B

I have an accountant/a bookkeeper and rely on them to manage the financial part of my business.

C

I use Microsoft Excel or Google Sheets to keep manage financial transactions.

D

I manage my financials by reviewing my bank account transactions online and/or bank statements.

E

I don't currently look at my numbers.

Question 3 of 5

Do you have a business bank account?

A

Yes

B

No

Question 4 of 5

Do you have a team? 

(Select all that apply)
A

Yes, I have employees and I issue W-2's at the end of the year.

B

Yes, I have contractors who are paid for specific tasks and projects.

C

No, I do it all myself.

D

New Choice

Question 5 of 5

New Question

A

New Choice

B

New Choice

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