Level Up CFO Services - Business Health Check
Unsure how your business is performing? This business review will reveal hidden opportunities and pinpoint challenges holding you back so you can make smarter decisions that drive growth and take back control in your business.
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Name *
Email *
Phone Number *
Website *
Business Name *
Description of Business *
What is your current role?
What was your Revenue last year? *
Do you understand how your business is performing? *
Do you have a clear plan for your business future? *
What is your current growth rate? *
Do you know your Profit Margins? *
How often do  you review your numbers? *
Do you have a financial budget? *
Do you have a cash flow forecast? *
Do you use your numbers to make business decisions? eg staff hire, new service lines *
Do you have a Bookkeeper? *
Do you have employees? *
What is your goal for the next 12 months? *
How financially committed are you to getting  real with your numbers and creating sustainable growth? *
Not at all
Totally

What are your two biggest money-related challenges in your business right now?

*

Besides the finances, what are your two biggest business challenges right now?

*

What's one thing we could do to make your life easier as a business owner?

Is there anything else you would like us to know?
Thank You, Your application is complete we will contact you.
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