Money Relationship Assessment
Eight questions. No judgment. A result that actually sees you.
Money Relationship Assessment
What's your real relationship with your business finances?
Not the version you'd describe to an accountant. The real one -- how you actually feel when the numbers come up, what you do (or don't do), and what that pattern might be costing you.
Eight questions. No judgment. A result that actually sees you.
Takes about 3 minutes.
When did you last open your business bank account and actually look at it?
Honestly? I can't remember. I close the app before the numbers load.
When something went wrong and I had to figure out what happened.
Recently, but I skimmed it quickly and told myself it looked fine.
This morning. And yesterday. I check constantly but it doesn't actually calm me down.
A few days ago, during my regular check-in. It felt like a normal part of my week.
It's tax time. What does that look like for you?
Three days sitting with a pile of receipts I've been avoiding since January.
Stressful. Everything feels urgent and I have to stay on top of it constantly or things slip through the cracks.
I think I'm prepared, but then my accountant asks for something I can't find.
I spend two weeks doing nothing but bookkeeping, then realize I've lost all my leads.
Manageable. I've been setting money aside and keeping up with things throughout the year.
A client asks for extra work that wasn't in your original agreement. What happens?
I just do it. That conversation feels worse than doing the extra work for free.
I do it and follow up immediately about what I'm owed. It usually gets tense.
I handle it gracefully in the moment but feel quietly resentful afterward.
I have a policy for this somewhere. I've rewritten it a few times. I'm not sure where it is.
I refer back to our agreement and have a calm conversation about what's included.
Someone asks your rate. What actually happens in that moment?
I quote lower than I meant to because the silence felt too long.
I give them a number and then spend the rest of the call anxious about whether it was right.
I sound confident, but afterward I wonder if I left money on the table.
I have a rate card, but I've second-guessed it so many times I'm not sure it's current.
I quote my rate clearly. I know what it is and why.
How would you describe your bookkeeping right now?
It's always a mess. I'll get to it later, but later never really comes.
It exists when I need it to. Otherwise it's not something I think about.
I have a bookkeeper, but I can't always get clear answers when I need them.
I ignore it all year, then spend two obsessive weeks trying to catch up before taxes.
It's current. Not perfect, but I know where things stand.
You have a strong revenue month. How does it feel?
Briefly good, then immediately anxious about next month.
Great in the moment, but I'm already onto the next thing before I can sit with it.
Relieved, but the cash flow crunch always seems to find me anyway.
I build a spreadsheet to analyze it. Then another one. Then I lose the thread.
Satisfying. I can see in my numbers what drove it and what to do more of.
When you think about the financial structure of your business, what comes up?
I try not to think about it. It makes me feel behind.
I know I need to deal with it. I just haven't had a chance yet.
I feel like something is slightly off, but I can't quite put my finger on what.
I've researched S corps, retirement accounts, all of it. I haven't implemented anything.
It's set up in a way that makes sense for where my business actually is right now.
What would feel most true to say out loud right now?
I never look at my books. I know I should. I just can't make myself do it.
I don't understand my cash flow, and everything feels urgent until I get answers.
I want to be more prepared. I think someone is handling it, but I'm not totally sure.
I keep telling myself next year will be different. But the cycle keeps repeating.
I know my numbers. I want support to take things to the next level.
Your results are ready.
Tell me where to send them and I'll pull up your archetype.
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