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Business Owner Questionnaire

If you didn’t have to worry about finances, what could you really get done?

Business Financial and Productivity Questionnaire

Identify the Financial & Productivity Challenges in your business

Step 1 of 7

14%

Name*
First Last
Company - Industry
Email*

Our promise is to not sell or share your information.

My business currently makes more than enough profit.*
- Yes
- No
My "owner's pay" is adequate to support my personal lifestyle.*
- Yes
- No
I have a special account to set aside tax monies on a monthly basis.*
- Yes
- No
My company has one or more savings accounts.*
- Yes
- No
I set business & personal financial goals and create a plan to accomplish them.*
- Yes
- No
I have a system in place to accomplish my yearly revenue goal*
- Yes
- No

I have mindset challenges around money.*
- Yes, I have mindset issues and challenges around money
- No, I don't have mindset issues around money
- I don't know if I have mindset issues around money
Which best describes how you pay your monthly bills?*
- I generally don't have enough to pay all my bills monthly
- I pay when I can
- I pay within my grace period
- All of my monthly payments are made on time, but there is not always enough to pay me
- All of my monthly payments are made on time, including paying myself
Which best describes your situation?*
- I use credit cards to get things I can't pay cash for
- I have debt that feels overwhelming at times
- I generally stay out of debt
- I am debt free and spend wisely in line with my priorities and have money for emergencies

Check ALL that describe your current financial situation.*
- I don't know where to begin with my finances
- I want to learn how to save money and spend effectively
- I'm living paycheck to paycheck
- I keep working harder and harder, but my financial situation does not improve
- I am always thinking about how to make more money
- I'm not sure if my business is really profitable
- I need assistance in reaching my financial goals
- I need help reviewing my financial reports
- I don't use an accounting system to track my financial situation
- I do use an accounting system but unsure if I am using it effectively
- I feel confident that I have my business in a financially solid state
What is the COST in Time, Money, Energy, Stress, and lifestyle if you don't fix the challenges you have identified and start being more profitable?*
What have you learned from the financial questions?*
- I recoginze the high urgency and importance of addressing my profit challenges in my business
- I recognize that continuing to run my business in this way negatively impacts multiple areas of my life
- I recognize I need help setting financial goals and putting a plan in place
- I am ready to learn and implement more effective strategies to increase my profit
- I am ready to increase my profit & owner's pay, so I can put more focus on growing my business
- I am ready to destroy my debt and be financially healthy, both in business and personally
- I am ready to have money set aside so I don't have to scramble at tax time
- I am ready to financially be able to take vacation without guilt!
- I am ready to invest my time, effort and financial resources to transform my situation

I RARELY have days that spin out of control.*
- Yes
- No
I generally work a normal day and still have time for my family and friends.*
- Yes
- No
My office and working space is nicely organized.*
- Yes
- No
I can easily find anything I need when I need it.*
- Yes
- No
I understand and work in my natural productivity style.*
- Yes
- No
I take at least ONE vacation every year.*
- Yes
- No
I give enough attention to these areas in my life...Health, Relationships, Self-Time, Money & Recreation - Fun*
- Yes
- No

I set goals and create a plan to achieve them.*
- Yes
- No
I have staff and everyone has written job descriptions.*
- Yes
- No
I have an updated, written procedure manual.*
- Yes
- No
I have adequate staff or subcontractors so I am ONLY doing items I am good at.*
- Yes
- No
What have you learned from the productivity questions?*
- I recognize I need help understanding and working in my "Natural Productivity Style"
- I recognize the high urgency and importance of addressing my productivity challenges in my LIFE
- I recognize that continuing to be overworked, frustrated and stressed can negatively impact my health and personal relationships
- I recognize that I need to find clarity and focus, so I can increase my productivity
- I recognize I need to get more organized
- I am ready to get more done, in less time, with less stress
- I am ready to have more quality time with my family and friends
- I am ready to take time off and enjoy the experience without quilt
- I am ready to document and implement systems and processes to allow my business to run when I am not available
- I am ready to be more organized and effective
- I am ready to implement new habits to create a less stressful working environment
- I am willing to invest my time, effort, and financial resources to transform my situation
Check ALL that describes your current productivity situation.*
- I feel overwhelmed with too much to do
- I know I need to delegate, but I don't have anyone to delegate to
- I know I need to delegate, but I don't know where to start or what to delegate
- It is difficult for me to manage interruptions and prioritize my workload
- I waste too much time on email
- I don't have a system to process my email
- I try and keep things in my head instead of on a list
- I constantly find myself doing the "urgent" things and work late trying to catch up
- I only plan my business direction once a year or not at all
- I don't take time for my personal wellbeing (exercise, relaxation, fun, family time)
- My office does not reflect the quality of my work or my professionalism
- I don't take time for self-improvement or knowledge-based learning
- I am very disorganized and generally can't find what I need when I need it
- I don't have a business coach or someone that I am accountable to on a weekly basis
- I have lost business due to the fact I don't always follow up in a timely fashion or sometimes not at all
- I tend to move from one thing to the next rather than working toward completing a specific goal
- I find myself running all day and at the end of the day don't feel like I have much to show for the day
- I feel there is never enough time
- I don't use a calendar or planner
- I don't use my time effectively
- I don't know or understand my productivity style
What is the COST to you in Time, Energy, Stress, Business Success, or Personal Life if you don't fix these challenges?*

This is how I will move forward to improve my business' financial situation*
- I recognize where I can improve and have the motivation to do it and implement without help
- I am interested in finding out more about The Miracle Money Method program
- I am interested in joining a local "Miracle Money Method" Mastermind Group program
- I am interested hiring Cathy to do a financial analysis of my business
- I am ready to hire a Profitability Coach
This is how I will move forward to improve my productivity*
- I recognize where I can improve and have the motivation to do this and implement without help
- I am ready to buy and read Cathy's "52 Powerful Success Strategies to Ignite Productivity" Book/journal and implement improvements on my own
- I am interested in learning more about Cathy's coaching
- I am interested in finding out more about my personal " Natural Productivity Style"
- I am interested in hiring Cathy as my personal Productivity Coach
- I am ready to hire a productivity Coach
Comments or questions?
Please have Cathy call me @ this phone #
Email
This field is for validation purposes and should be left unchanged.

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