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Pain Points

We look for pain-points in order to identify problems/issues that we will then solve for you and your business. Examples of questions that illustrate potential pain-points that one can ask themselves are found on the right.

While these questions can be unsettling, we will help develop/implement processes to make your current pain-points become strengths for you and your business for years to come!

Please check the item below that applies to your situation

Can everyone that touches your accounting piece explain it? Is it consistent and documented?

Do your books show a good profit, and then when your CPA reviews the books, do they find large expenses/deductions that you did not anticipate?

Do you have a written budget?

Do you have key indicators of your financials, so you can discover/prognosticate monthly trends?

Do you have a meeting to go over the profit & loss and balance sheet monthly?

Do you know when you can afford to buy an asset?

Do you know when you can afford to hire a key employee?

Would anyone else be able to explain how your business is organized with a flow chart? If you created an organizational flow chart, would other people within your organization even recognize or agree with it?

Ever have a financial setback that you did not anticipate?

Does your financial team have time for you?

Is your banking team strong? Are you relying on just one bank officer to determine if your business has access to capital?

What is your plan for capital investment and debt reduction?

Do you ask why you are not making more money from the business?

What is the most recent “new idea” brought to you by your CPA or accounting team?

How does this end? Do you sell the business or pass it down?

Are you deploying cash efficiently?

Name

First Last

Phone

(313) 731-2496

[email protected]

Pain Point Checklist