Profit Health Check for Tradies

Take the Profit Health Check Quiz to find out how your business is doing and how we can help you increase your profits.

Full Name

Email *

Phone *

Q1. How do you currently manage your bookkeeping?

I do all of it myself (or my partner does)

I use a bookkeeper

I pay my Accountant to do everything

I haven't set anything up and I need help!

Q2. How often do you review your financial reports?

Rarely / Only at tax time

Monthly or quarterly

Weekly or real-time

Never - I don't understand them

Q3. Which best describes your financial tracking?

We record the basics from the bank

We track the basics as well as job profit/loss

We are really behind on allocating job costs but know we need to

None of the above

Q4. Is your compliance lodged on time? This includes: BAS, STP, Super, TPAR, LSL & Workers Compensation.

Yes everything is lodged on time

Some of it is lodged on time

We need urgent help with compliance

Q5. Are you confident your business is profitable?

Very confident

Not that confident

Need some help to get more profitable

Q6. Do you know what your Gross Profit or GP Margin is?

Yes

Q7. Do you save funds in a separate account for liabilities like GST, PAYG withholding, super and tax?

Yes, every week/month without fail

Sometimes I do but I often use it

No, I don't do this

Q8. Do you know what your breakeven point is?

Yes

I'm not sure

Q9. How happy are you with the current systems you have in place in terms of your bookkeeping and reporting? Are you getting the right information to make business decisions?

Our systems are adequate for my goals

I need better systems but don't have the time

I'm ready to get some help to get better systems in place

Q10. Are you happy with the profit you are currently making?

Yes