Expert CFO Services for Small Business Owners

Welcome, friends of

Keep What You Earn

THIS IS WHAT I KNOW:

Unlocking your 10x growth starts with an abundant mindset. Commit to making complex things simple. This will be dramatically expedited with a higher level of quality and return on investment if you work with the right team.

By taking this brief questionnaire, you’ll be positioning yourself to stop wondering how you are going to do it all…

And instead, get direction to who is going to help you do it.

Learn who you need to align with to unlock clarity, time, and fulfillment now.

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1. Can you describe your current financial position and have you planned for your financial position 1, 3 and 5 years from now?

Question 1 of 20 - if no answer, simply type "skip"

2. Have you ever considered raising capital, securing debt financing, or business acquisition as a growth strategy? (A) If so, what is your plan to prepare and capitalize? (B) If not, is anything preventing you from pursuing acquisitions?

Question 2 of 20 - if no answer, simply type "skip"

3. Who do you consult with to help you with your business growth and financial goals? How do they help you?

Question 3 of 20 - if no answer, simply type "skip"

4. How often do you meet with your CPA to plan ahead for taxes?

Question 4 of 20 - if no answer, simply type "skip"

5. Do you feel you pay too much in taxes every year?

Question 5 of 20 - if no answer, simply type "skip"

6. Do you have a completed operating agreement? (A) When was it last updated? (B) Are there provisions for how the business will continue in the event of death, disability, retirement, divorce, loss of a licensee, etc?

Question 6 of 20 - if no answer, simply type "skip"

7. Have you considered when you plan to sell your business?

Question 7 of 20 - if no answer, simply type "skip"

8. Have you had your business evaluated? (A) If yes, what is the current value of your business? (B) What do you want your business to be worth in 3 years?

Question 8 of 20 - if no answer, simply type "skip"

9. As owner, how many of these “seats” do you sit in/own on your company’s Leadership team (Sales/Marketing, Ops, Finance)?

Question 9 of 20 - if no answer, simply type "skip"

10. Who are considered to be “key people” to your business? Have you done anything to retain them for the long term and keep them tied to your business?

Question 10 of 20 - if no answer, simply type "skip"

11. Are you satisfied with the current growth trajectory of your business?

Question 11 of 20 - if no answer, simply type "skip"

12. Do you have all your Processes Documented for your business? a. If yes, does everyone follow them and how do you know if they follow them?

Question 12 of 20 - if no answer, simply type "skip"

13. Do you feel like it is difficult to delegate?

Question 13 of 20 - if no answer, simply type "skip"

14. Are you satisfied with the current growth trajectory of your business?

Question 14 of 20 - if no answer, simply type "skip"

15. What is currently more valuable to you as an owner if you had to choose? Time or Money?

Question 15 of 20 - if no answer, simply type "skip"

16. Your sales team is crushing it but you really wish they could be better at 1, 2, or 3 things. What would those be?

Question 16 of 20 - if no answer, simply type "skip"

17. Are you able to quantify your ROI for your Marketing efforts? EX: $10,000/m in spend = $40,000/m in Revenue.

Question 17 of 20 - if no answer, simply type "skip"

18. Do you currently have a cyber insurance policy? If Yes, are you meeting the necessary requirements for cyber insurance protection to ensure you are covered under a breach?

Question 18 of 20 - if no answer, simply type "skip"

19. What is your Marketing Plan to generate leads and how many leads do you generate per week on average?

Question 19 of 20 - if no answer, simply type "skip"

20. Who currently does your workers compensation audits?

Question 20 of 20 - if no answer, simply type "skip"

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Welcome, friends of

Keep What You Earn

THIS IS WHAT I KNOW:

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Steven Cooper

CFO

Jim Emerich

Founder, CFO

Melissa Zinni

CFO