Bridgette Boucha

Money Mapping Questionnaire

Fantastic! We are so glad you’re here and cannot wait to chat more about you and your business. In preparation for our call, please take a few moments to settle in and complete this questionnaire. If you don’t know all the answers, that’s cool….we’ll discuss on our call! This questionnaire will help us prepare ahead of time so we can get to the reeeeeally good stuff on our call.

Questionnaire

First Name

Last Name

Email:

Phone:

How did you hear about Money Mapping?

What is your business? Describe it here.

Where are you located?

If you have a website? Include it here.

Do you currently use financial management software? (i.e. Quickbooks online, Quickbooks desktop, Zero, Wave, etc)

When were your accounts last reconciled? (reconciled means bank & credit card accounts tied to your financial management software)

Which financial reports are you currently using to manage your business? Check all that apply.

Income Statement (aka Profit & Loss or P&L)

Balance Sheet

Cash Flow Statement

Budget

Forecast (aka Projection)

Key Performance Metrics (KPIs)

Excel spreadsheet

Other

How do you file with the IRS?

What was the most recent year your tax return was filed?

What other systems do you use for your business? (Asana, Shopify, Kajabi, Calendly, list all)

What payroll processing system do you use?

Who do you bank with?

What was your 2022 gross revenue/sales?

What was your 2022 net income/(loss)?

What was your 2023 gross revenue/sales?

What was your 2023 net income/(loss)?

What do you anticipate your 2024 gross revenue / sales will be?

How are you currently being supported in your business? Check all that apply.

What would you say are your biggest areas of struggle regarding your finances? This is a safe space! List them all here.

On a scale of 1 to 10, how would you rank your understanding of your business finances. (1 = muddy; 10 = crystal clear!)

On a scale of 1 to 10, how confident are you when making financial decisions? (1 = flying blind; 10 = very confident!)

How would your life and business improve if you received the following? (1) Assessment - a financial deep dive into my business (2) Strategy - actionable takeaways that align with my ultimate goals and support to execute them (3) Forecast - a 12+ month financial money map to provide clarity and confidence by making financial decisions:

What is your ideal timeframe for your in person experience? As a general rule, a minimum of 4 weeks from payment receipt is needed to prepare for your sessions.

Is there anything else you'd like to share about you or your business before we schedule a call?

What is your ideal location for your in person session? See below for options.

Atlanta, GA: This is for you if you are available and willing to travel. Ready to truly disconnect from your environment. Excited to visit Atlanta, maybe you even know someone here!

Your location: We come to you! This is for you if you prefer to stay in your area, have commitments that will not allow you to take time away and have nearby hotels/workspaces for us to stay and host your session.

Cluster location: We travel often and may be coming to a city near you! (or one you’d like to visit) Scottsdale, AZ is primary at this time and more may be coming!

By checking these boxes:

I understand that a Money Mapping Experience includes both virtual and in-person sessions. Scopes are priced based on a variety of factors, including location, number of business owners, type of business, complexity of accounting, and so on. (range $18k-$25k and spread over the life of the scope - typically 60 or 90 days)

I understand that in order to receive a quote for my session, I will sign an NDA and provide electronic access to my financial system.

I understand that if my financials are not clean and current, a separate project may be recommended prior to a session in order to provide the most accurate numbers for my financial strategy.

Get a dose of weekly goodness delivered straight to your inbox with The Betterment Bit.

Join My Community

Website Designed By: Dope Magic Co

Get a dose of weekly goodness delivered straight to your inbox with The Betterment Bit.

Join My Community

Website Designed By: Dope Magic Co