01
What industry is your business in?
A Professional Services (consulting, legal, accounting)
B Retail / E-Commerce
C Construction / Trades
D Healthcare / Wellness
E Nonprofit Organization
F Other
02
What is your approximate annual revenue?
A Under $100,000
B $100,000 – $500,000
C $500,000 – $1,000,000
D $1,000,000 – $5,000,000
E $5,000,000+
03
How would you describe your current tax strategy?
A I file and hope for the best
B I have someone file my returns, but no proactive planning
C I do some planning, but I know I am missing deductions
D I have a proactive strategy and review it quarterly
04
How confident are you in your cash flow visibility right now?
A I check my bank balance and hope it works out
B I track income and expenses, but not consistently
C I review financials monthly but lack a formal forecast
D I have detailed projections and review them regularly
05
What is the single biggest financial challenge in your business right now?
A I feel like I am paying too much in taxes
B Cash flow is unpredictable month to month
C I do not have a clear financial plan for growth
D I worry about compliance, audits, or IRS notices
E My financial records are disorganized
06
If a major opportunity appeared tomorrow, how prepared is your business financially?
A I would have to scramble to figure out the numbers
B I could pull something together, but it would take time
C I have a decent picture but would need to verify details
D I could present clean financials within 24 hours
07
What is your business name?
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Analyzing your responses...
Estimated Annual Revenue Leak
$0
Based on industry benchmarks for your revenue range
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