HELM Annual Company Survey
General Company Information
What time period are you reporting?
Business Entity Type
(LLC, S Corp, Sole Proprietor, Cooperative)
# of Years in Business
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).
Cost of Goods Sold
Gross Profit Margin %
(Gross Revenue-Cost of Goods Sold)/Gross Revenue
Total Overhead Expenses
Net Profit After Owner's Compensation
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)
Notes on Financials
(Fill in any sections that apply to your company and can be included as a part of owner's compensation)
Personal Remodeling/Projects at Your House
Lease of Assets to Business
Shop on your property, etc
Other Owner's Compensation
Notes on Owner's Compensation
Number of Clients/Jobs in 2018
Average Hours Worked Per Week (Owner/s)
# of Vacation Days Taken by Owner
Marketing and Sales
Do you have a marketing plan?
Do you actively use social media channels for your business?
Are you getting enough leads?
We are desperate for more leads
We are getting leads, but not good ones
We are overwhelmed by the number of inquiries
Do you have a lead tracking system?
What are your top three sources of leads?
# of full time employees
# of part time employees
Do you have an Employee Handbook?
Yes, but not up-to-date
Do you have written job descriptions for all roles?
Yes, but not up-to-date
Which employee benefits do you currently offer?
Full health insurance
Partial health insurance
Paid sick days
Retirement plan (401k, Simple IRA, SEP)
Paid volunteer time
Do you conduct periodic performance reviews? How often?
How many people left your company in the last 12 months? How many did you hire?
What positions do you plan to hire in the coming year?
Do you track your company's carbon footprint/greenhouse gas emissions?
Do you track energy use of your completed projects?
Do you have a system for recyling construction waste on the job site?
What portion of the energy used by your business operations is supplied by renewable sources (solar, biofuels, etc)?
What strategies have you employed to reduce the fossil fuel use of your vehicle fleet?
Ex: crew carpooling, electric/hybrid vehicles, biodiesel, vehicle efficiency upgrades
In order of priority, what do you think are the five things that contribute most to the success of your company?
What are 3 to 5 business goals your company plans to achieve next year?