ProfitIQ Quiz

Take this 7-question quiz and receive your ProfitIQ, which reveals key insights into your business performance and growth potential.

Company Name

First Name

Last Name

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1. How often do you review your key financial numbers (like revenue, expenses, and profit margins)?

Weekly

I look when something feels off

Monthly

I’m not really sure what to look at

2. Which best describes your cash flow?

I’m not tracking cash flow regularly

Seasonal ups and downs

Feast or famine — it’s stressful

Smooth and predictable

3. Do you know your true cost to acquire a customer or client?

Not at all

I have a general idea

I think marketing just costs what it costs

Absolutely — I monitor it closely

4. What financial reports are you reviewing monthly?

P&L, Balance Sheet, Cash Flow Statement — all three

Just P&L

I skim something my accountant sends

Does looking at my bank balance count?

5. When setting prices for your services/products, how do you decide?

Based on what others are charging

Pricing? I just want to get the sale.

I guess what feels reasonable

Based on hard data: costs, competition, and margin goals

6. How much do you have set aside for taxes and emergencies?

Whatever’s left at the end of the month

At least 3–6 months’ worth of expenses

A small reserve, working on it

I haven't built a reserve yet

7. Which best describes your financial systems and processes?

Somewhat organized but could improve

Nonexistent — it's chaos behind the scenes

Messy and manual

Automated and efficient