Take the Assessment | H&J Financial Solutions

Which statement sounds most like your business right now? *

Cash gets tighter than it should, even when revenue is strong.

Revenue is growing, but I’m not sure my profit is keeping pace.

Taxes catch me off guard more than I’d like.

I’m not fully confident about what I can safely pay myself.

I have solid numbers, but I want to know where I could improve financially.

Do you know which services or clients generate your highest profit margins? *

Yes

Somewhat

Can you confidently determine when the business can afford additional staff, contractors, technology, or another major investment? *

Yes

Sometimes

Does monthly revenue consistently cover operating expenses, taxes, and owner compensation? *

Yes, consistently

Sometimes

Would you like a personalized recommendation based on your answers? *

Yes

How soon are you looking to get this handled? *

Immediately

Within 30 days

1 to 3 months

Researching

How would you describe your cash flow? *

Consistent

Unpredictable

Frequently tight despite revenue

Are business and personal expenses kept separate? *

Completely separated

Occasional mixing

Frequently mixed

Can you easily produce a P&L and Balance Sheet? *

Can easily produce P&L and Balance Sheet

Somewhat

How often are your accounts reconciled? *

Current monthly

Occasionally

Behind

Don't know

How confident are you in your QuickBooks? *

Confident in numbers

Somewhat confident

Don't trust the numbers

Not using QuickBooks

How would you describe your current bookkeeping? *

Current

Somewhat behind

Significantly behind

Not sure

Full Name

Phone *

Email *

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