HELM Annual Company Survey

General Company Information
What time period are you reporting?
(LLC, S Corp, Sole Proprietor, Cooperative)
Profit
For this section we recommend having access to your QuickBooks file - you'll need a Profit & Loss statement (for the year selected) and a Balance Sheet (from the last day of that year).
$
$
(Gross Revenue-Cost of Goods Sold)/Gross Revenue
$
$
If owner/s receive Draw or Distributions (shown on the Balance Sheet), subtract this number from the Net Profit
$
Total of all Bank Accounts + Accounts Receivable
$
Total of Short and Long Term Liabilities (from your Balance Sheet)
$
Owner's Compensation
(Fill in any sections that apply to your company and can be included as a part of owner's compensation)
$
$
$
$
$
$
$
Cell phone
$
Shop on your property, etc
$
$
$
Work/Life Balance
Marketing and Sales
Do you have a marketing plan?
Do you actively use social media channels for your business?
Are you getting enough leads?
Do you have a lead tracking system?
People
Do you have an Employee Handbook?
Do you have written job descriptions for all roles?
Which employee benefits do you currently offer?
Planet
Ex: crew carpooling, electric/hybrid vehicles, biodiesel, vehicle efficiency upgrades
Goal Setting