Pinpoint - Assessment
Take a few moments to fill out this form to assess the health of your business.
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Email *
First Name *
Last Name *
Phone *
Company Name *
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
Strongly agree
Clear selection
2) Are your books up to date?
Strongly disagree
Strongly agree
Clear selection
3) Do you have clear goals defined in writing for your business. *
Strongly Disagree
Strongly Agree
4) Do you regularly review your numbers to ensure that you're on track to achieve goals. *
Strongly Disagree
Strongly Agree
5) Do your goals have “achieve by” dates *
Strongly Disagree
Strongly Agree
6) Do you consistently reconcile your bank and credit card statements on a monthly basis? *
Strongly Disagree
Strongly Agree
7) Is your billing to customers kept current, on a prompt and regular basis? *
Strongly Disagree
Strongly Agree
8) Do you review your accounts receivable aging on a regular basis? *
Strongly Disagree
Strongly Agree
9) To speed up collections, do you regularly follow up with past due customers? *
Strongly Disagree
Strongly Agree
10) Do you run cash flow projections regularly? *
Strongly Disagree
Strongly Agree
11) Are you in the habit of reaching out promptly for support when you encounter bookkeeping issues? (call bookkeeper or accountant) *
Strongly Disagree
Strongly Agree
12) Do you have confidence in the accuracy of your payroll records?
Strongly Disagree
Strongly Agree
Clear selection
13) Do you have confidence in the accuracy of your sales tax records?
Strongly Disagree
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
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
Strongly Agree
Clear selection
16) Do you have a list of annual milestones?
Strongly Disagree
Strongly Agree
Clear selection
17) Do you have a 90-day action plan with key dates and accountability/
Strongly Disagree
Strongly Agree
Clear selection
18) Do you measure your monthly achievement versus your target?
Strongly Disagree
Strongly Agree
Clear selection
19) Do you have a monthly scorecard and a formal process to review results?
Strongly Disagree
Strongly Agree
Clear selection
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