The 4 Financial Factors That Quietly Stall Small Businesses
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I am...
a founder with less than $10M in annual revenue. We are running a stable business and are facing more complex growth decisions around hiring, pricing, and expansion.
a founder of a company that has exceeded the $10M annual revenue mark. I am happy to provide feedback and help other small businesses.
neither of these things... but I'd like to see the survey.
Name
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1. Financial Context
Financial Context shows whether you understand what your numbers mean and how they connect to what’s happening in your business. It’s about knowing where money comes from, where it goes, and why.
Can I clearly explain why last quarter performed the way it did?
Yes
Somewhat
Not Really
Do I know which services or clients truly drive profit?
Yes
Somewhat
Not Really
Can I quickly see what is working versus what is just keeping us busy?
Yes
Somewhat
Not Really
2. Consistency
Consistency measures how often your financial numbers are updated, reviewed, and trusted. When your numbers are done the same way every month, you can spot problems early and make better decisions.
Do I review the same key numbers every month?
Yes
Somewhat
Not Really
Financial reviews are proactive, not reactive.
Yes
Somewhat
Not Really
Do I catch issues early instead of after the fact?
Yes
Somewhat
Not Really
3. Forecasting and Planning
Forecasting and Planning looks at how well you use past numbers to plan for the future. It helps you know if you can predict cash flow, plan for growth, and avoid surprises.
Can I see the financial impact of a hiring or growth decision before I make it?
Yes
Somewhat
Not Really
Do I have visibility three to six months ahead?
Yes
Somewhat
Not Really
Cash surprises are very rare, not the normal.
Yes
Somewhat
Not Really
4. Decision Clarity
Decision Clarity shows how well your numbers help you make choices. It’s about using your financials to decide when to hire, spend, save, or grow... without guessing.
Do the numbers reduce stress or create more questions?
Yes
Somewhat
Not Really
Can I confidently explain financial decisions to my team?
Yes
Somewhat
Not Really
Do I feel calm making big bets?
Yes
Somewhat
Not Really