Rick Arthur, CFO | Rick Arthur Financial Fundamentals for Business Owners Assessment

Financial Fundamentals for Business Owners
Confidential Business Assessment

Please fill out as much as possible so Rick gets a good idea of your business and how you are looking to improve your financial fluency in 2024. He will contact you for a 1:1 meeting either in person or via Zoom after this form is completed/submitted to discuss next steps.

Company
This field is for validation purposes and should be left unchanged.
Business Owner Name*
First Last
Business Name*
Email Address*
Looking Back to 2023
Revenue Goal for 2023
Actual Revenue 2023
Gross Profit Goal 2023
Actual Gross Profit % 2023
Net Income $ 2023
Net Income % 2023
How much did your cash increase in 2023?
Looking Ahead to 2024 – Goals
Revenue $ 2024
Gross Profit $ 2024
Net Income $ 2024
Net Income % 2024
What Would You Like to Learn in this Program?*
What Are Your 3-Year Business Goals?*
Next Steps*
- I’d like to set up a meeting with Rick to discuss my unique business situation.
- I’d like to learn more about this Program for myself.
- I’d like to learn more about this Program for a colleague.

Rick Arthur Financial Fundamentals for Business Owners Assessment

Looking Back to 2023

Looking Ahead to 2024 – Goals