Name First Last PhoneEmail Please Rate below 1 - 4 | 1. Not Happy - 4. Very Happy 1. I have a caring bookkeeper who communicates with me regularly to keep me up to date on my finances. 1 2 3 4 2. I have an efficient bookkeeping system that gives me the info I need when I need it. 1 2 3 4 3. I have a bookkeeper who has my info ready to go for filing my taxes on time. 1 2 3 4 4. My bookkeeper alerts me to transactions and spending that is not typical to protect me from fraud or overspending. 1 2 3 4 5. I have access to great tax preparers, CPAs, CFOs and financial advisors who I know I can trust. 1 2 3 4 6. I have access to additional programs and services and strategies that help me increase revenue via marketing and social media. 1 2 3 4 7. I work with other businesses who look to collaborate on mutually beneficial projects. 1 2 3 4 8. I am connected to a team building/human resource expert who helps me to be clear on the additional help I need and how to hire the right team members the first time. 1 2 3 4 9. I have a Profit First Professional who helps me set and hit profit goals using a proven system. 1 2 3 4 10. I am part of a community of other business owners who use the Profit First system who hold me accountable and celebrate my wins. 1 2 3 4 11. I have expert advisors to help me invest the profits as they increase. 1 2 3 4 12. The Profit First system has the right mix of structure and flexibility to shift and grow with my business while keeping the focus on having a profitable healthy business. 1 2 3 4 13. I have a guide who brainstorms/helps implement ways to increase revenue with me. 1 2 3 4 14. I have a guide who helps me systematize a process for saving more money. 1 2 3 4 15. I have guidance for growing my money. 1 2 3 4 16. I donate regularly to the causes that matter most to me. 1 2 3 4 17. I have a standard ritual to keep my mind focused and energized. 1 2 3 4 18. I am proactive to take new actions to achieve new results 1 2 3 4 19. I am focused on growth and make it a priority 1 2 3 4 20. I invest in my growth and development. 1 2 3 4 21. I follow faith over fear. 1 2 3 4 22. I focus on what I can control. 1 2 3 4
