Trades Business Health Check

1. Do you trust your job-costing reports? Select... Always Sometimes Rarely
2. How often do you review margin by crew or job? Select... Weekly Monthly Quarterly Never
3. Do leadership meetings drive decisions with owners and metrics? Select... Yes Sometimes No
4. How predictable is cash flow? Select... Very Somewhat Not predictable
5. Are roles and scoreboards clear for each department? Select... Yes Partial No
6. Is QuickBooks aligned to how you operate? Select... Yes Partially No
7. What’s your average close time for monthly books? Select... <10 days 10–20 days >20 days
8. Do you have a 90-day plan with owners and cadence? Select... Yes Somewhat No

By submitting, you agree to our Privacy Policy.