New client information form New client information form Full name First Last Email PhoneI often worry about whether I will be able to make payroll in the coming month. I strongly disagree I disagree Neutral I agree I strongly agree Do you or your accountants perform an annual financial audit to see if there is money being wasted in the company? No, but we should. Yes, we audit our expenses regularly. Do you often feel like there is equipment laying around your office or software and subscriptions that do not get used? Yes, it's madness! Somewhat, it could be better. Not really. We run a lean machine. Are there other people on your team who share the mental burden if revenue is not where it is supposed to be? I am the only one on the team who stays awake at night. I feel like I have someone on the team who carries the weight with me. I am a solopreneur. Do you have someone who identifies and resolves revenue-related issues promptly? Yes No Do you have a monthly meeting in which you review a forecast of the coming month's anticipated revenue? Yes No We think about it but it's not a formal meeting. If you are the owner of the company, do you pay yourself a salary? Yes, I pay myself a salary. No, I mostly take what's left over if there's anything left over. I am not the owner of the company. Are you ever surprised by a tax bill and find yourself without enough money to pay the bill? Yes, that has happened recently. No, we have reserves set aside for taxes. I am not the owner of the company. Do you keep at least five or six months worth of overhead cash on hand as a rainy day fund? Yes, we've got cash for several months in the back to run the company. Nope. But we probably should. I am not the owner of the company. Does your team get a bonus or profit share when the company does well? The team feels disconnected from company growth. When the company wins, our employees win. I am a solopreneur. Do you have a plan to instill an ownership mindset in your current or future team members? Most people just clock in and do their job. It's a mixed bag here. Our team feels ownership and is rewarded accordingly. Do you have competitive compensation packages to help with recruiting and retaining better talent? Yes No
