How clear are you on your business model and where you want to take your bookkeeping business? *

I don’t have a clear business model and feel like I’m making it up as I go.

I have some direction but haven’t fully defined my business model or long-term plan.

I have a well-defined business model and a clear vision for the future.

How do you see yourself in your business? *

I see myself as “just a bookkeeper” and don’t think of my work as a business.

I know I run a business but often focus more on client work than strategy.

I see myself as a business owner and make strategic decisions to grow.

How intentional are you about setting and working toward business goals? *

I don’t set goals—I mostly focus on keeping up with daily work.

I have goals, but I don’t always follow through or track progress.

I set clear goals and regularly take action to achieve them.

How well do you manage your workload and time? *

I constantly feel overwhelmed and work nights and weekends to keep up.

I have some structure but often find myself working more than I want to.

I have clear working hours and control over my time.

How do you handle client requests that push your boundaries? *

I often say yes to client demands, even when it’s inconvenient or outside scope.

I try to push back, but I still end up overdelivering more than I should.

I set and enforce clear boundaries, and my clients respect them.

Can you take a real holiday without checking emails or working? *

No, my business relies entirely on me, and I can’t step away.

I can take short breaks, but I still check emails and do small tasks.

Yes, I have systems and/or a team in place that allows me to take time off.

How well are you balancing work and personal life? *

I work all the time and struggle to switch off.

I try to take breaks but often work beyond my ideal hours.

I have a good work-life balance and rarely work outside my planned schedule.

Do you regularly review and update your pricing? *

I haven't updated my pricing in years and worry about losing clients if I do.

I’ve increased my prices recently but feel unsure if they’re truly profitable.

I regularly assess and adjust my pricing to stay competitive and profitable.

How well do you track your own business finances? *

I focus on client work and don’t regularly review my own numbers.

I check my financials occasionally but don’t have a structured review process.

I know my numbers well and use them to make strategic decisions.

Do you pay yourself a regular, sustainable salary? *

No, I take whatever’s left over after expenses.

I try to pay myself consistently, but some months are unpredictable.

Yes, I pay myself a set amount each month, and it’s factored into my pricing.

How do you feel about your cash flow? *

I struggle with cash flow and often worry about paying bills.

My cash flow is okay, but I experience occasional ups and downs.

My cash flow is strong, and I have a buffer in place for slow months.

How well-documented are your workflows and processes? *

Everything is in my head, and I rely on memory.

I have some processes written down, but they aren’t consistently followed.

My workflows are documented, standardised, and consistently used.

How standardised are your processes for delivering consistent work? *

Every job is handled differently, and I don’t have set workflows.

I have some processes, but they aren’t always followed.

I have clear, repeatable workflows that ensure consistency.

How do you manage your workload and task tracking? *

I don’t use a job management system—everything is in emails, notes, or my head.

I have a system but it’s not fully streamlined and could use improvement.

I have a job management system that works extremely well, keeping everything organised and on track.

If something unexpected happened, how well would your business cope? *

Key tasks would be difficult to complete—there’s no clear system in place.

I have some processes, but someone stepping in would struggle without my guidance.

My systems and documentation are clear enough that someone else could step in and run things smoothly.

How do you feel about the quality of your clients? *

I have several difficult clients who drain my time and energy.

Some of my clients are great, but others are high-maintenance.

All my clients value me/us, pay on time, and are great to work with.

How well do you retain clients? *

I struggle to keep clients long-term.

Most stay, but I lose some due to pricing, service, or miscommunication.

My clients stay because I deliver great work and strong relationships.

Do you have a clear marketing strategy for attracting new clients? *

No, I don't do much proactive marketing.

I do some marketing, but it’s inconsistent and not always effective.

I have a solid marketing strategy that consistently brings in ideal clients.

How do you feel about delegating work? *

I struggle to delegate - I fear losing control or worry about things going wrong.

I delegate some tasks, but I often redo work or step in because I’m not fully confident in the process.

I confidently delegate and trust my team (or contractors) to handle work effectively.

How well do you set up your team (or potential team) for success? *

I don’t have a team, and I’ve never thought about setting one up for success.

I have a team (or some support), but I haven’t clearly defined roles or expectations.

I have a strong team or support structure with clear roles, expectations, and systems in place.

How comfortable are you with letting go of control in your business? *

I prefer to handle everything myself—I don’t trust others to do it as well as I do.

I delegate, but I still step in often because I worry about mistakes.

I trust my team (or systems) to handle work so I can focus on higher-level tasks.

Are you the bottleneck in your business? *

Yes, everything depends on me—I struggle to delegate or let go.

I delegate some tasks, but key decisions and work still bottleneck with me.

No, I’ve structured my team (or systems) to keep things running without me.

If you had a magic wand, what would you change about your business? *

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