"*" 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 AgreeHiddenI feel confident to make financial decsions based on my numbers.Are 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 OneYesNoHiddenMy bookkeeper does the following:*PayrollAccounts Receivable / Accounts PayableBank ReconciliationBudgetingP&L, Balance Sheet, CashflowAll of the AboveMy bookkeeper does the following:* Payroll Accounts Receivable / Accounts Payable Bank Reconciliation Budgeting P&L, Balance Sheet, Cashflow All of the Above Nove of the Above 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 AgreeHiddenMy estimates are based on my actual costs, and not based on what my competitors are charging.Do 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 OneYesNoHiddenWhat tool do you use to calculate project pricing?*Bar NapkinNotebookSpreadsheetSoftwareWhat 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 AgreeHiddenI time my payment and collections so I am never short on cashflow.Do 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 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 AgreeHiddenWhich types of credit do you currently utilize?*Corporate Credit CardLoans for Asset (I.e. equipment)Operating Line of CreditCredit from SuppliersWhich types of credit do you currently utilize?* Corporate Credit Card Loans for Asset (I.e. equipment) Operating Line of Credit Credit from Suppliers None of the Above 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 OneYesNoI don't know 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 AgreeHiddenHow do you keep track on employee hours?*Sign In Card/SheetPhone App With TrackingPhone App Without TrackingHonor SystemOtherHow do you keep track on employee hours?* Sign In Card/Sheet Phone App With Tracking Phone App Without Tracking Honor System Other None of the Above Do you offer direct deposit payment to your employees?*Choose OneYesNoDoes processing payroll cause you stress on a monthly basis?*Choose OneYesNoHiddenWhich process do you use for payroll?*I do it manuallyI use softwareI outsource itOtherWhich process do you use for payroll? I do it manually I use software I outsource it Other 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 avidsor to tax plan at least every 3 months?*Choose OneYesNoDo you know if your company can benefit from R&D Tax Credits?*Choose OneYesNo x