Survey

Can you improve the financial performance or management of your business?

Use the following questionnaire to find out! If you can NOT answer a question with an unequivocal “yes”, then contact us to find out how we can help.

Your Name:	*
Company Name:
Phone Number:
Email Address:	*
Is your business as profitable as you want it to be? Yes No When adjusted for inflation, has your income consistently increased in the past five years?   Yes No Are you regularly comparing your net operating income with the industry? Yes No Do you know if your business is staffed appropriately? Yes No Are you maximizing revenue through your  management and billing systems? Yes No Are you receiving the financial and management reports you really want and is your accountant helping you interpret them to improve your financial health? Yes No Do you know where you want your business to be in three years? Yes No Do you plan effectively during the year to minimize your income and estate tax liability? Yes No Have you adequately planned for the continuance of your business in the case of retirement, disability or death? Yes No
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