Financial Assessment

What type of business structure are you?

How often do you talk to your financial team/person?

What checking accounts do you have in place for your business?

How does your business make money?

One-Time Projects

Retainer/Contracted Long-Term Work

Passive or Residual Income

What are your main financial challenges?

I don't know how to make enough money to support my business

I have revenue but my business feels like it's snowballing out of control

I feel disorganized

I have a team but feel disconnected to what's happening

My finances are established but I want to grow further with investments, new opportunities, etc.

I'm making money but don't have any left

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