The Status of your Business Finance and Accounting

Decision Tree
What best describes your business?
Have you already bought the business?
Are you experienced at financial due diligence?
What is your current annual revenue?
Which of the following best practices do you perform?
Are you currently raising or soon raising an equity round?
Do you have pro forma financial projections?
Have you already raised an equity round?
Are you planning to bootstrap your startup?
What is your current annual revenue?
Do you have an accountant or bookkeeper on staff, or a contract bookkeeping service?

Tell us about your accounting:

Select all that apply:

Tell us about your accounting performance:

Select all that apply:
Do you have a finance manager, director, or CFO on staff or contracted?
How often do you hold financial strategy meetings?

Tell us about your finance team:

Which of the following best practices do you regularly perform?
Do you hold regular meetings with a board of directors?
How would you describe your board meetings?

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