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How Financially Mature Is Your MSP?"

Instructions for users

Rate each statement from 1–5:

1.	Not true at all
2.	Rarely true
3.	Sometimes true
4.	Mostly true
5.	Completely true

The 10 Questions

Question 1

Profitability & Pricing

We consistently maintain a net profit margin of 15% or higher.

1. Not true at all 2. Rarely true 3. Sometimes true 4. Mostly true 5. Completely true

Question 2

Profitability & Pricing

Our pricing model (MSP contracts, projects, etc.) is regularly reviewed and adjusted for profitability.

1. Not true at all 2. Rarely true 3. Sometimes true 4. Mostly true 5. Completely true

Question 3

Cash Flow & Financial Visibility

We have at least 3 months of operating expenses in cash reserves.

1. Not true at all 2. Rarely true 3. Sometimes true 4. Mostly true 5. Completely true

Question 4

Cash Flow & Financial Visibility

We can accurately forecast cash flow at least 90 days in advance.

1. Not true at all 2. Rarely true 3. Sometimes true 4. Mostly true 5. Completely true

Question 5

Cost Control & Efficiency

We track and actively manage cost per endpoint/user and technician utilization.

1. Not true at all 2. Rarely true 3. Sometimes true 4. Mostly true 5. Completely true

Question 6

Cost Control & Efficiency

We regularly review and reduce unnecessary tools, licenses, or vendor expenses.

1. Not true at all 2. Rarely true 3. Sometimes true 4. Mostly true 5. Completely true

Question 7

Revenue Quality

At least 70% of our revenue is recurring (MRR).

1. Not true at all 2. Rarely true 3. Sometimes true 4. Mostly true 5. Completely true

Question 8

Revenue Quality

No single client represents more than 20% of our total revenue.

1. Not true at all 2. Rarely true 3. Sometimes true 4. Mostly true 5. Completely true

Question 9

Financial Leadership & Strategy

We review financial reports (P&L, KPIs) monthly and use them to make decisions.

1. Not true at all 2. Rarely true 3. Sometimes true 4. Mostly true 5. Completely true

Question 10

Financial Leadership & Strategy

We have clear financial goals and a strategic plan for growth (not just revenue targets).

1. Not true at all 2. Rarely true 3. Sometimes true 4. Mostly true 5. Completely true

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100 Cummings Center, Suite 211C,
Beverly, MA 01915
(603) 433-4783

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