Take this short quiz about yourself and your business; we'll throw the answers in with our years of experience, shake well and see how close we are to the truth.
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Answering the phone.
Customer Service and all the questions callers ask.
The daily, weekly and monthly bookkeeping. Invoicing and tracking receipts.
The monthly reconciling and reports (Bookkeeping)
Employee supervision and drama.
All of the above!
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1 - 5
6 - 10
11 - 15
16 - 20
21 - 30
31 or more
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Yes - we already have payroll or need to add it.
No - everyone is a contractor (1099 Vendor)
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No
Yes
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1 - 4
5 - 10
11 - 20
21 - 40
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Yes
No
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None - I do everything myself.
My wife / husband / or other family member helps.
I have a virtual office for my address and phone answering
Just one Employed or contracted assistant / bookkeeper
Two or three helpers but I'm not sure what exactly they are doing.
Full staff and I'm looking to downsize
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Entrepreneur - Solo Owner - no employees
Entrepreneur - Solo Owner with help of friends or family; perhaps a contractor that helps.
Small Business with technicians or sales reps
Small business with part time help - need more
Medium to large business looking to downsize a little
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Home office or vehicle
Executive suite
Office Suites or retail location
A way expensive office complex
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What's an exit strategy?
I'd like to keep my company in the family and make a good living with it.
I'd like to be the next Starbucks.
I'd like to grow my company large enough to sell and retire.
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