"*" indicates required fields Step 1 of 6 - Clear Understanding // Team 0% HiddenName Name HiddenEmail* Clear Understanding // TeamI feel confident to make financial decsions based on my numbers.1 - Strongly Disagree, 2 - Disagree, 3 - Neither Agree Nor Disagree, 4- Agree, 5- Strongly AgreeAre you able to easily identify your labor and materials costs on a monthly basis?*Choose OneYesNoKind OfDo you have a bookkeeper that specializes in construction bookkeeping?*Choose OneYesNoMy bookkeeper does the following:* Payroll Accounts Receivable / Accounts Payable Bank Reconciliation Budgeting P&L, Balance Sheet, Cashflow Does the person who manages your books specialize in construction?*Choose OneYesNoDo you currently use a cashflow forecast?*Choose OneYesNo Estimating // Job CostingI feel confident that my estimates are based on my actual costs, and not based on what my competitors are charging.1 - Strongly Disagree, 2 - Disagree, 3 - Neither Agree Nor Disagree, 4- Agree, 5- Strongly AgreeDo you have an up-to-date pricing book?*Choose OneYesNoDo you check your material prices quarerly?*Choose OneYesNoDo you review each project's actual cost vs estimated cost?*Choose OneYesNoWhat tool do you use to calculate project pricing?* Bar Napkin Notebook Spreadsheet Software: Do you have an up-to-date pricing guide?*Choose OneYesNoHow often do you check your material prices?* Real Time Weekly Monthly Quarterly Yearly How often do you review ongoing project's actual cost vs estimated cost?* Daily Weekly Fortnightly Monthly Quarterly Annually What tool do you use to calculate project pricing?* Bar Napkin Notebook Spreadsheet Software: Other: AR/API feel confident that I time my payment and collections so that I am never short on cashflow.1 - Strongly Disagree, 2 - Disagree, 3 - Neither Agree Nor Disagree, 4- Agree, 5- Strongly AgreeDo you worry you will lose track of money that is owed to you?*Choose OneYesNoDo you find it difficult to ensure clients pay on time?*Choose OneYesNoDo you check that invoices are correct prior to paying them?*Choose OneYesNoDo you incentivize paying early?*Choose OneYesNoDo you invoice your clients based on the progress of the work?*Choose OneYesNoDo you negotiate the billing cycle with clients?*Choose OneYesNoDo you create a schedule of values for each project?*Choose OneYesNoDo you invoice slightly ahead of payment schedules?*Choose OneYesNo CreditI feel confident that I have the right credit available to grow and protect my business as needed.1 - Strongly Disagree, 2 - Disagree, 3 - Neither Agree Nor Disagree, 4- Agree, 5- Strongly AgreeWhich types of credit do you currently utilize?* Corporate Credit Card Loans for Asset (I.e. equipment) Operating Line of Credit Credit from Suppliers Do you check your credit limits & terms every year to make sure they fit my business?*Choose OneYesNoDo you have a contractor-friendly bank or credit union?*Choose OneYesNoDo you check your credit limits & terms every year to make sure they fit your business?*Choose OneYesNoDo you have a dedicated business banker?*Choose OneYesNo PayrollI feel confident that my employee hours are accurate and genuine.1 - Strongly Disagree, 2 - Disagree, 3 - Neither Agree Nor Disagree, 4- Agree, 5- Strongly AgreeHow do you keep track on employee hours?* Sign In Card/Sheet Phone App With Tracking Phone App Without Tracking Honor System Other: Do you offer direct deposit payment to your employees?*Choose OneYesNoDoes processing payroll cause you stress on a monthly basis?*Choose OneYesNoWhich process do you use for payroll?* I do it manually I use software I outsource it Other Do you have a process for approving and accounting overtime?*Choose OneYesNo TaxesI feel confident that I am minimizing my tax obligations.1 - Strongly Disagree, 2 - Disagree, 3 - Neither Agree Nor Disagree, 4- Agree, 5- Strongly AgreeIs your tax advisor quick, responsive, and has contractor-specific advice?*Choose OneYesNoDo you do Tax Planning?*Choose OneYesNoBefore making large purchases do you consult your tax advisor?*Choose OneYesNoDo you meet with your tax advisor to tax plan at least every 3 months?*Choose OneYesNoDo you know if your company can benefit from R&D Tax Credits?*Choose OneYesNoI don't knowDo you own complimentary companies that provide a benefit? (I.e. equipment rental)*Choose OneYesNoI don't know x