Profit First Assessment Worksheet

Please fill out this assessment questionnaire as completely and accurately as possible. This data will be the foundation for your new profit plan and path to greater profitability. 

The financial information required for your Profit Assessment depends on the length of time you have been in business. If under 12 months, we will be assessing based on your numbers since you have been in business, so you can disregard Part 1. If over 12 months, we will assess based on the previous year plus this year to date, so please fill out both Part 1 and 2. It's easier if you click here to download a working copy of the assessment worksheet for each period,  work through the numbers on paper, and then fill in this form. 

To complete the assessment you will need the following documents:

  • A profit and loss (income) statement ​for each period being assessed
  • Tax returns (if applicable) for all business owners, as well as any tax information (such as any quarterly federal or state payments made) for the current year.
  • A balance sheet for ​each period being assessed.

Your accountant and/or bookkeeper can help you with these documents and the information you are looking for. And of course you can contact me if you have questions on these.

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