Are Your Business Finances Really Ready for Funding?
Question 1 of 7
How are your business income and expenses tracked each month?
A. I don't track them consistently
B. I track them in a spreadsheet or with basic software
C. I have a bookkeeping system that updates monthly and matches my bank
Question 2 of 7
Do you separate your business and personal finances?
A. Nope, it's all flowing through the same account
B. I try to keep it separate, but sometimes I mix them
C. I have dedicated business accounts and a clear line between them
Question 3 of 7
How do you currently prepare for tax season?
A. I scramble in March or April with receipts and panic
B. I keep records throughout the year but still feel rushed
C. I meet quarterly with my tax professional and plan proactively
Question 4 of 7
How confident are you in your ability to show clean books for funding (loans, grants, credit)?
A. Not confident at all — I wouldn't know what to submit
B. Somewhat confident, but I'd need time to get it together
C. Very confident — my records are clean and ready anytime
Question 5 of 7
Are you maximizing business deductions legally and consistently?
A. I'm sure I'm missing a lot
B. I write off a few things, but I'm not sure what's allowed
C. I track deductions monthly and review them with a professional
Question 6 of 7
Do you pay estimated quarterly taxes or have a tax savings system?
A. No, I wait until tax season and hope I'm not hit too hard
B. I've done it once or twice, but it's not a system yet
C. Yes, I save and pay on schedule with a set plan
Question 7 of 7
Do you work with a professional for taxes or compliance support?
A. Not yet — I usually DIY
B. Occasionally, but it's inconsistent
C. Yes, I have someone I trust and work with regularly
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⚠️
Audit Risky
Your business finances need foundational clean-up and clarity before you can confidently pursue funding or face tax season. The good news? These are fixable issues that can dramatically improve your financial position once addressed properly.
First Class Compliance
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Funding Friendly
You're doing okay, but small strategic changes could unlock significantly more financial opportunities. With some professional guidance, you could easily move from "good enough" to "investor-ready" status.
First Class Compliance
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CEO Ready
Congratulations! You're in great financial shape. Your systems are solid, and you're ready for the next level. Now it's time to strategize for advanced tax planning and scaling opportunities.