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Pinpoint - Assessment
Take a few moments to fill out this form to assess the health of your business.
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Email
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Your email
First Name
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Your answer
Last Name
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Your answer
Phone
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Your answer
Company Name
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Your answer
Read the following statements below and rate them to the best of your ability.
1)
Have you identified and documented your “pain points”?
Strongly disagree
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Strongly agree
Clear selection
2) Are your books up to date?
Strongly disagree
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Strongly agree
Clear selection
3) Do you have clear goals defined in writing for your business.
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Strongly Disagree
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Strongly Agree
4) Do you regularly review your numbers to ensure that you're on track to achieve goals.
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Strongly Disagree
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Strongly Agree
5) Do your goals have “achieve by” dates
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Strongly Disagree
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Strongly Agree
6) Do you consistently reconcile your bank and credit card statements on a monthly basis?
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Strongly Disagree
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Strongly Agree
7) Is your billing to customers kept current, on a prompt and regular basis?
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Strongly Disagree
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Strongly Agree
8) Do you review your accounts receivable aging on a regular basis?
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Strongly Disagree
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Strongly Agree
9) To speed up collections, do you regularly follow up with past due customers?
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Strongly Disagree
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Strongly Agree
10) Do you run cash flow projections regularly?
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Strongly Disagree
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Strongly Agree
11) Are you in the habit of reaching out promptly for support when you encounter bookkeeping issues? (call bookkeeper or accountant)
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Strongly Disagree
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Strongly Agree
12)
Do you have confidence in the accuracy of your payroll records?
Strongly Disagree
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Strongly Agree
Clear selection
13)
Do you have confidence in the accuracy of your sales tax records?
Strongly Disagree
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Strongly Agree
Clear selection
14)
Do you have high level business goals documented? Define where the business is now and where it will be over the next 3 years?
Strongly Disagree
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Strongly Agree
Clear selection
15)
Do you have your high-level Personal Goals documented? Where you are now, and where you wish to be over the next 3 years?
Strongly Disagree
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Strongly Agree
Clear selection
16)
Do you have a list of annual milestones?
Strongly Disagree
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Strongly Agree
Clear selection
17)
Do you have a 90-day action plan with key dates and accountability?
Strongly Disagree
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Strongly Agree
Clear selection
18)
Do you measure your monthly achievement versus your target?
Strongly Disagree
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Strongly Agree
Clear selection
19)
Do you have a monthly scorecard and a formal process to review results?
Strongly Disagree
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Strongly Agree
Clear selection
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