<script>document.addEventListener("DOMContentLoaded", function() { // Select the element with data-css="tve-u-17010f7948c" var targetElement = document.querySelector('[data-css="tve-u-17010f7948c"]'); var toggleTextElement = targetElement.querySelector('.tve-toggle-text'); // Function to update the toggle text function updateToggleText() { if (targetElement.classList.contains('tve-state-expanded')) { // Change the toggle text to "Read less" toggleTextElement.textContent = 'Read Less'; } else { // If not expanded, the text will remain as "Read more" toggleTextElement.textContent = 'Read More'; } } // Initial update when the page loads updateToggleText(); // Event listener to detect when the element is expanded/collapsed targetElement.addEventListener('click', function() { // Wait for a short delay to ensure the class changes setTimeout(updateToggleText, 100); }); });</script>Finance

Hidden

Name

Hidden

Email*

Clear Understanding // Team

I feel confident to make financial decsions based on my numbers.

1 - Strongly Disagree, 2 - Disagree, 3 - Neither Agree Nor Disagree, 4- Agree, 5- Strongly Agree

Hidden

I 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?*

Do you have a bookkeeper that specializes in construction bookkeeping?*

Hidden

My 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 Costing

I 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 Agree

Hidden

My 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?*

Do you check your material prices quarerly?*

Do you review each project's actual cost vs estimated cost?*

Hidden

What tool do you use to calculate project pricing?*

Bar Napkin

Notebook

Spreadsheet

Software

Other

AR/AP

I 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 Agree

Hidden

I 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?*

Do you find it difficult to ensure clients pay on time?*

Do you check that invoices are correct prior to paying them?*

Do you incentivize paying early?*

Do you invoice your clients based on the progress of the work?*

Credit

I 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 Agree

Hidden

Which 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?*

Do you have a contractor-friendly bank or credit union?*

Taxes

I feel confident that I am minimizing my tax obligations.

1 - Strongly Disagree, 2 - Disagree, 3 - Neither Agree Nor Disagree, 4- Agree, 5- Strongly Agree

Is your tax advisor quick, responsive, and has contractor-specific advice?*

Do you do Tax planning?*

Before making large purchases do you consult your tax advisor?*

Do you meet with your tax avidsor to tax plan at least every 3 months?*

Do you know if your company can benefit from R&D Tax Credits?*