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Which best describes your childcare business today?
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I’m preparing to open
1 location
Multiple locations
Family childcare
Childcare center
Nonprofit childcare organization
Franchise / Multi-entity structure
How confident are you in the accuracy of your business financials?
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Very confident
Somewhat confident
I'm not sure
I know things are missing
I don't really have reliable financials
Which statement sounds MOST like your current situation?
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I feel financially organized and strategic
I'm making money but still feel financially unclear
I work hard but don't know where the money goes
I'm overwhelmed by my finances
I know I need help getting things under control
What are you MOST hoping to improve financially?
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Paying less in taxes
Understanding profitability
Better cash flow
Expansion planning
Cleaning up financial chaos
Getting compliant with the IRS/state
Feeling more financially confident
Building long-term wealth
How are you currently tracking your business finances?
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QuickBooks with consistent bookkeeping
QuickBooks but I don't fully trust it
Spreadsheets
Bank statements only
A mix of systems
I'm behind
I don't really track consistently
Do you regularly review financial reports like a Profit & Loss or Balance Sheet?
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Monthly
Occasionally
Rarely
I receive reports but don't understand them
No
Have you ever felt surprised by your tax bill or unsure whether you're paying more in taxes than necessary?
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Frequently
Occasionally
Yes, but I'm not sure why
No
I honestly avoid thinking about taxes
Which financial habits may be happening? (Check all that apply)
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Co-mingling business and personal money
Paying expenses without proper tracking
No formal owner pay process
Making decisions based on bank balance
Unsure about deductions
No business budget
Delaying bookkeeping
None of these
(Check all that apply)
Have you ever delayed a business decision because you weren't confident in the numbers?
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Expansion
Hiring
Buying a building
Raising tuition
Paying myself
Taking on debt
I've experienced several of these
No
Which statement feels MOST true?
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My business is growing faster than our financial systems
I know we have opportunities we aren't fully taking advantage of
I suspect we may be missing deductions or tax strategies
I feel stuck between growth and chaos
I want clearer financial direction
None of these
What are your goals over the next 3–5 years?
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Open another location
Buy commercial property
Improve profitability
Reduce stress
Build wealth
Prepare for retirement
Stabilize the business
Get financially organized first
How long have these issues been affecting you?
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Recently
1–2 years
Several years
I've been avoiding this for a long time
Not applicable
Which statement best describes you right now?
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I'm ready to take action and improve my business financially
I know I need guidance from someone who understands childcare
I've tried figuring this out on my own for too long
I want clarity before making bigger business decisions
I'm mainly looking for information right now
If you discovered hidden financial issues affecting your business, how likely would you be to invest in fixing them?
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Very likely
Likely
Unsure
Only if inexpensive
I'd probably try to handle it myself
Are any of these currently affecting your business?
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IRS notices
Back tax returns
Payroll tax concerns
Payment plans
Bookkeeping cleanup
State notices
Fear of opening mail
None of these
(Check all that apply)
Approximately how much annual revenue does your childcare business generate?
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Under $100K
$100K–250K
$250K–500K
$500K–1M
$1M–3M
$3M+
Before we reveal your results, tell us where to send your personalized report.
Full Name
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Email
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Phone