Unsure what your business needs to achieve growth?

Quiz Questions

• 1.
  What's your annual business revenue?

  • A.
    Less than $100,000. I'm just starting out.
  • B.
    Between $100,000 and $300,000. I'm growing steadily.
  • C.
    Between $400,000 and $600,000. I'm ready to scale up.
  • D.
    Between $700,000 and up. I need to strategize.
• 2.
  How confident are you in managing your business finances?

  • A.
    I know nothing at all.
  • B.
    I struggle with financial management.
  • C.
    I manage basic financial tasks well but need assistance with optimizing growth.
  • D.
    I handle my finances effectively and am ready for advanced strategies and support to scale my business further.
• 3.
  How comfortable are you with financial analysis?

  • A.
    I honestly don't know what this is.
  • B.
    I'm familiar with it, but I want to learn more.
  • C.
    I understand basic financial analysis but need support for deeper insights and long-term planning.
  • D.
    I regularly analyze financial data to make inform business decisions for business growth.
• 4.
  What aspect of accounting do you find most challenging?

  • A.
    Needing to start.
  • B.
    Keeping track of all my transactions.
  • C.
    Understanding tax laws and deductions.
  • D.
    Developing a long-term financial strategy.
• 5.
  How do you approach financial decision-making?

  • A.
    I haven't made many.
  • B.
    I often make financial decisions based on gut feelings and immediate needs.
  • C.
    I combine data insights with my intuition and occasionally seek advice from financial professionals to inform my decisions.
  • D.
    I rely heavily on detailed financial analysis and metrics to guide my decisions and maximize growth opportunities.
• 6.
  What is your primary financial objective for growing your business?

  • A.
    To establish some bookkeeping basics for my business.
  • B.
    To create a solid financial foundation to ensure my business is sustainable and can weather challenges.
  • C.
    To enhance cash flow management while utilizing tax strategies to support ongoing growth.
  • D.
    To optimize profits and implement advanced financial strategies to scale my business effectively.
• 7.
  How do you currently manage your bookkeeping?

  • A.
    I don't at all currently.
  • B.
    I use basic bookkeeping software and occasionally consult with an accountant for guidance on managing my records.
  • C.
    I use advanced bookkeeping services and regularly analyze financial reports to maintain accurate records and optimize financial performance.
• 8.
  What are your primary concerns during tax season?

  • A.
    It's overwhelming, and I'm never sure if doing it right.
  • B.
    Preparing in advance to avoid last-minute issues and ensuring my records are accurate for filing.
  • C.
    Maximizing deductions while ensuring full compliance with tax regulations to avoid any penalties.
• 9.
  What describes your current accounting support needs?

  • A.
    I need fundamental bookkeeping assistance and help during tax season to keep my records organized and compliant.
  • B.
    I need I'm looking for tailored assistance with tax planning and cash flow management that aligns with my growth goals and helps streamline operations.
  • C.
    I need comprehensive support that includes advanced financial strategies and insights to drive significant growth and scale my business effectively.
• 10.
  What factors influence how you prioritize financial tasks?

  • A.
    I focus on upcoming tax deadlines and the need to stay compliant, often addressing them as they arise.
  • B.
    I prioritize tasks that directly impact cash flow and support my ongoing projects and expansion efforts.
  • C.
    I prioritize financial tasks based on potential growth opportunities and how they align with my long-term business objectives.

Quiz Outcomes

• 1.
  Arise Package

  Our one-time QBO training service is designed for small business owners who are not ready for full accounting services but need the knowledge to maintain their books confidently. With this service, you'll learn essential QuickBooks Online skills that will help you keep your financials organized, ensure accuracy, and prepare for tax season—empowering you to take control of your bookkeeping.
• 2.
  Basic Package

  Our Basic Package is designed for businesses in their early growth stage. We handle the essentials: bookkeeping, receipt management, and tax calculation, giving you peace of mind that your financials are accurate and compliant. Focus on the ARISE of your business while we take care of the details.
• 3.
  Pro Package

  Our Pro Package is ideal for mid-sized businesses navigating growth and expansion. We provide not just bookkeeping but also strategic tax planning and detailed financial reporting to help you ARISE with confidence. We ensure your focus stays on the business while we while aid in making smart financial decisions.
• 4.
  Noir Package

  Our premium Noir Package offers executive-level financial leadership for established businesses ready to ARISE strategically. With Fractional CFO services, audit readiness, and advanced forecasting, we provide the expertise needed to align your financial operations with your long-term goals and ensure scalable success.