Take the Business Fitness Test
* Denotes Required Field
*Name: *Email: *Phone:
*1. Have you ever met with your CPA more than three times a year? Yes No
*2. Have you prepared your 90 day, 1 year, 5 year and extra year goals? Yes No
*3. Have you evaluated your accounting procedures within the last year? Yes No
*4. Have you reviewed your pricing model within the last year? Yes No
*5. Have you evaluated your business structure within the last year? Yes No
*6. Does your CPA, mortgage broker, and wealth maximizer work together? Yes No
*7. Have you done a cash flow analysis within the last year? Yes No
*8. Have you done an industry analysis within the last year? Yes No
*9. Have you reviewed your buy/sell agreement within the last year? Yes No
*10. Have you ever prepared a budget? Yes No