Complete the quiz to examine your level of confidence about your business finances.
Full Name
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Email
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Business Name
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1. I feel worried when someone asks me about my business finances.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I struggle to understand how to read my financial reports.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I understand my finances now, but I worry that it will get more complicated as my business grows.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I cringe when I have to balance my checking account
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(1)=Disagree
(5)=Agree
I tend to tune out when someone talks about month-end bookkeeping tasks
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I avoid knowing the truth about my business bottom line
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I am afraid to ask hard questions about my profits and losses
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(1) = Disagree
(5) = Agree
I understand the financial impact of my business decisions and can forecast future financial performance.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I regularly review and analyze my financial statements to make informed business decisions.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I feel confident in my ability to create and follow a budget for my business.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I feel embarrassed to hire a bookkeeper because I don’t want them to see the state of my books.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I procrastinate on bookkeeping and wait until tax time to organize my finances.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I don’t feel like I know what I should be charging to ensure my business is profitable.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I often wonder if I’m overpaying or underpaying on my taxes due to poor financial tracking.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I feel overwhelmed when trying to decide how to allocate funds for growth, like marketing or hiring.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I feel confident that I could spot financial red flags before they become major problems.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I find myself guessing instead of planning when it comes to cash flow management.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I feel confident in setting financial goals and tracking my progress toward them.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I worry that my business expenses are out of control, but I don’t know where to start.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I know how to assess my pricing to ensure my services are profitable and competitive.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree