1. Do you review your financials monthly with full confidence in the numbers?

Yes, every month

Sometimes

Rarely or never

2. Can you quickly identify your most profitable services or clients?

Yes

I have a rough idea

No

3. How often do you feel surprised by your bank balance or cash flow position?

Never

Occasionally

Frequently

4. Are your financial reports easy to interpret and actionable?

Yes

Somewhat

No, they confuse me

5. Who prepares your financial reports?

CFO or financial strategist

Bookkeeper/Accountant

I do / I’m not sure

6. Do you forecast your cash flow at least 30-90 days ahead?

Always

Sometimes

Never

7. Have you reviewed or adjusted your pricing in the past 12 months?

Yes

No

Not Sure

8. How confident are you that you’re not overspending in any major area?

Very Confident

Somewhat Confident

Not Confident

9. Have you done a profit margin analysis across products/services?

Yes

No

I don't know how

10. Are you paying yourself consistently and at a level that reflects your role?

Yes

Occasionally

No

11. Do you currently use your financial data to guide strategic decisions?

Always

Sometimes

Rarely

12. How prepared would you feel to hire a new team member right now?

Fully Prepared

Depends

Unprepared

13. If a growth opportunity came your way tomorrow, how ready would you be to act?

I’d move quickly and confidently

I'd Hesitate

I wouldn’t know what to do

14. Do you have a financial roadmap or strategic plan for the next 12 months?

Yes

It's in progress

No

15. What best describes how you feel about your business finances?

In Control

Managing

Scrambling