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- Clear Understanding // Team
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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?
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Choose One
Yes
No
Kind Of
Do you have a bookkeeper that specializes in construction bookkeeping?
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Choose One
Yes
No
Hidden
My bookkeeper does the following:
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Payroll
Accounts Receivable / Accounts Payable
Bank Reconciliation
Budgeting
P&L, Balance Sheet, Cashflow
All of the Above
My bookkeeper does the following:
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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?
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Choose One
Yes
No
Do you check your material prices quarerly?
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Choose One
Yes
No
Do you review each project's actual cost vs estimated cost?
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Choose One
Yes
No
Hidden
What tool do you use to calculate project pricing?
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Bar Napkin
Notebook
Spreadsheet
Software
What tool do you use to calculate project pricing?
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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?
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Choose One
Yes
No
Do you find it difficult to ensure clients pay on time?
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Choose One
Yes
No
Do you check that invoices are correct prior to paying them?
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Choose One
Yes
No
Do you incentivize paying early?
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Choose One
Yes
No
Do you invoice your clients based on the progress of the work?
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Choose One
Yes
No
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?
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Corporate Credit Card
Loans for Asset (I.e. equipment)
Operating Line of Credit
Credit from Suppliers
Which types of credit do you currently utilize?
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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?
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Choose One
Yes
No
Do you have a contractor-friendly bank or credit union?
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Choose One
Yes
No
I don't know
Payroll
I feel confident that my employee hours are accurate and genuine.
1 - Strongly Disagree, 2 - Disagree, 3 - Neither Agree Nor Disagree, 4- Agree, 5- Strongly Agree
Hidden
How do you keep track on employee hours?
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Sign In Card/Sheet
Phone App With Tracking
Phone App Without Tracking
Honor System
Other
How do you keep track on employee hours?
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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?
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Choose One
Yes
No
Does processing payroll cause you stress on a monthly basis?
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Choose One
Yes
No
Hidden
Which process do you use for payroll?
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I do it manually
I use software
I outsource it
Other
Which process do you use for payroll?
I do it manually
I use software
I outsource it
Other
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?
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Choose One
Yes
No
Do you do Tax planning?
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Choose One
Yes
No
Before making large purchases do you consult your tax advisor?
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Choose One
Yes
No
Do you meet with your tax avidsor to tax plan at least every 3 months?
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Choose One
Yes
No
Do you know if your company can benefit from R&D Tax Credits?
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Choose One
Yes
No