test – Pivotal Forensic Accounting and Audits

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			Complimentary business assessment
			Business Financial Health Check
			Answer a few practical questions to see where your financial processes are strong and where focused attention may help.
		
							
			
			
						
				Company fax
				
			

			
				Step 1 of 7
				
			

						
				About you and your business
				Fields marked with an asterisk are required.
				
													
			
				Salutation			
							
					
															
			
				First name *			
							
					
															
			
				Last name *			
							
					
															
			
				Business name *			
							
					
															
			
				Job title			
							
					
															
			
				Email address *			
							
					
															
			
				Phone number			
							
					
															
			
				Business website			
							
					
															
			
				Business structure *			
							
					
															
			
				Industry *			
							
					
															
			
				Number of employees *			
							
					
															
			
				Years in business *			
							
					
															
			
				Approximate annual revenue			
							
					
															
			
				Preferred contact method *			
							
					
											
						Please complete all required fields in this step.
		
			
		
					
			
							
										Cash flow
											
							How many months of normal operating expenses could current cash reserves cover? *
							
																	
										
										Less than 1 month
									
																	
										
										1–2 months
									
																	
										
										3–5 months
									
																	
										
										6 months or more
									
															
						
											
							What best describes your accounts receivable? *
							
																	
										
										Most invoices are paid within 30 days
									
																	
										
										Many invoices take 31–60 days
									
																	
										
										Many invoices are over 60 days
									
																	
										
										We do not track this consistently
									
																	
										
										Not applicable—customers pay immediately
									
															
						
											
							How often do you update a cash-flow forecast? *
							
																	
										
										Monthly or more often
									
																	
										
										Quarterly
									
																	
										
										Occasionally
									
																	
										
										Never
									
															
						
												Please answer every question in this step.
		
						
		
						
							
										Profitability
											
							Which best describes the business over the last 12 months? *
							
																	
										
										Consistently profitable with room to reinvest
									
																	
										
										Usually profitable, but margins are tight
									
																	
										
										Approximately break-even
									
																	
										
										Operating at a loss
									
																	
										
										I am not sure
									
															
						
											
							What is the recent revenue trend? *
							
																	
										
										Growing
									
																	
										
										Stable
									
																	
										
										Uneven or seasonal without a plan
									
																	
										
										Declining
									
																	
										
										Not tracked
									
															
						
											
							How often do you review margins by product, service, or project? *
							
																	
										
										Monthly or more often
									
																	
										
										Quarterly
									
																	
										
										Annually
									
																	
										
										Never or not sure how
									
															
						
												Please answer every question in this step.
		
						
		
						
							
										Recordkeeping
											
							How current are your bookkeeping records? *
							
																	
										
										Updated weekly
									
																	
										
										Updated monthly
									
																	
										
										Updated quarterly
									
																	
										
										More than one quarter behind
									
															
						
											
							How often are bank and credit-card accounts reconciled? *
							
																	
										
										Every month
									
																	
										
										Some months
									
																	
										
										Only at year-end
									
																	
										
										Never or unsure
									
															
						
											
							How often do you review a profit-and-loss statement and balance sheet? *
							
																	
										
										Monthly
									
																	
										
										Quarterly
									
																	
										
										Annually
									
																	
										
										Never
									
															
						
												Please answer every question in this step.
		
						
		
						
							
										Tax readiness
											
							How do you prepare for income-tax payments? *
							
																	
										
										Funds are regularly moved to a dedicated reserve
									
																	
										
										Estimated payments are planned but funds are not separated
									
																	
										
										We find the funds when payments are due
									
																	
										
										No current plan
									
															
						
											
							Are required tax returns and information filings current? *
							
																	
										
										Yes, all are current
									
																	
										
										On valid extension with a completion plan
									
																	
										
										I am not sure
									
																	
										
										One or more may be late
									
															
						
											
							How are receipts and supporting documents maintained? *
							
																	
										
										Digitally organized and matched to transactions
									
																	
										
										Kept in one place but not always matched
									
																	
										
										Split across several places
									
																	
										
										Often missing
									
															
						
												Please answer every question in this step.
		
						
		
						
							
										Financial resilience
											
							How manageable are current debt payments? *
							
																	
										
										The business has no debt
									
																	
										
										Comfortable with room for a downturn
									
																	
										
										Manageable, but cash is sometimes tight
									
																	
										
										Payments have been missed or deferred
									
																	
										
										Not sure
									
															
						
											
							Approximately how much revenue comes from your largest customer? *
							
																	
										
										Less than 20%
									
																	
										
										20%–39%
									
																	
										
										40% or more
									
																	
										
										Not tracked
									
															
						
											
							Does the business have a documented plan for a revenue interruption or owner absence? *
							
																	
										
										Yes, and it has been reviewed or tested
									
																	
										
										Yes, it is documented
									
																	
										
										There is an informal plan
									
																	
										
										No plan
									
															
						
												Please answer every question in this step.
		
						
		
						
			
			
				Review and receive your results
				Your score is an educational snapshot based on the responses provided. It is not accounting, tax, legal, investment, or lending advice.
				
					
					
						I agree that the accounting firm may store my submission and contact me about this assessment.													Privacy policy
											
				
				Please complete all required fields in this step.
				
					
					
				
			
		
							
			
				These interactive tools provide educational estimates and organizational guidance. Review the results with a qualified professional before making financial, tax, legal, lending, investment, employment, or business decisions.

				
			
							
					
					Accounting Suite tools use only the information and assumptions entered by the visitor. Outputs are preliminary educational estimates, screening observations, planning scenarios, document organizers, or discussion guides. They are not independently verified and may omit facts that materially change a professional conclusion.
Nothing produced by the Suite constitutes accounting, tax, legal, investment, lending, insurance, payroll, employment, valuation, or other professional advice. A result does not create an accountant-client relationship, establish an engagement, confirm eligibility, guarantee a deduction, determine a filing obligation, predict financing approval, or recommend an investment.
Consult appropriately qualified professionals before acting. Do not enter or email passwords, authentication codes, tax identification numbers, bank account numbers, credit-report identifiers, portal credentials, or other highly sensitive information. Submit documents only through the accounting firm’s approved secure process.

				
					
				
			Pivotal Forensic Accounting & Audits			Tamsyn Earsley			2602 N Proctor Street, #201, Tacoma, WA 98407, USA
			
				contactus@pivotalaccountant.com				253-752-3920				Website				LinkedInFacebookInstagramX
Business Financial Health Check

About you and your business

Cash flow

Profitability

Recordkeeping

Tax readiness

Financial resilience

Review and receive your results

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