Company Name *

First Name *

Last Name *

Email *

Phone *

City *

State *

Do you know the profitability of each project before the job is complete? *

Always

Usually

Sometimes

Rarely/ Never

Are job costs reviewed regularly throughout the project instead of only after completion? *

Always

Usually

Sometimes

Rarely/ Never

Is every change order documented, approved, and invoiced? *

Always

Usuallly

Sometimes

Rarely/ Never

Do you compare estimated costs to actual costs after every completed project? *

Always

Usually

Sometimes

Rarely/ Never

Can you accurately forecast your cash flow for the next 60 to 90 days? *

Always

Usually

Sometimes

Rarely/ Never

Do you review your financial statements every month? *

Always

Usually

Sometimes

Rarely/ Never

Do you know your target gross profit margin? *

Always

Usually

Sometimes

Rarely/ Never

Do you consistently track labor, material, equipment, and subcontractor costs by project? *

Always

Usually

Sometimes

Rarely/ Never

Do tax-planning conversations happen before year-end? *

Always

Usually

Sometimes

Rarely/ Never

Do your financial reports accurately reflect what is happening in the field? *

Always

Usually

Sometimes

Rarely/ Never

Which statement best describes your business today? *

I am mostly guessing where profit comes from.

I have reports but still have unanswered questions.

I understand my numbers fairly well but know there is room to improve.

I have strong confidence in our financial visibility.

If you could improve one thing over the next twelve months, what would it be? *

Increase profitability

Improve cash flow

Know exactly which jobs make money

Reduce tax surprises

Scale with confidence

Improve financial visibility

What is currently preventing stronger profitability? *

Limited financial visibility

Lack of time

Financial reports are not useful

Inconsistent job costing

Cash flow issues

Not sure where to start

If this diagnostic identifies opportunities for improvement, what would be most valuable? *

A step-by-step action plan I can implement myself

Expert guidance while I remain involved

Help implementing the most important changes

Ongoing financial support

I am not sure yet

How often are your projected taxable income and estimated tax payments reviewed during the year?  *

At least quarterly

Once or twice durring the year

Primarily near year-end

Only when returns are prepared

What is one question you are hoping the Profit Leak Finder™ Diagnostic Tool will answer? *