Cash Flow Personality Quiz:

What’s Your Cash Flow Personality?

Discover your cash flow management style and how the right bookkeeper can help you take your finances to the next level!

First Name *

Last Name *

Email *

Phone *

Instructions: Answer these 5 questions to find out if you’re a Free Flowing Dreamer, Cautious Controller, or Strategic Planner.

Question 1: How do you track your income and expenses? 9z3s *

A. I don’t really track them—I go with the flow.

B. I keep detailed spreadsheets and check them frequently.

C. I use accounting software and review it monthly to ensure I’m on track.

Question 2: When unexpected expenses arise, how do you react? *

A. I scramble to figure out how to pay for them—it’s stressful!

B. I dip into my savings or contingency fund without too much worry.

C. I already have a plan in place, so it’s just an adjustment.

Question 3: How do you feel about creating and sticking to a budget? *

A. A budget feels restrictive, so I avoid making one.

B. I like having a budget, but it’s tough to stick to it sometimes.

C. Budgets are essential, and I regularly update mine to reflect my goals.

Question 4: What’s your approach to growing your business or income? *

A. I focus on the day-to-day and hope growth happens naturally.

B. I’ve set growth goals, but I sometimes struggle with the financial side of implementing them.

C. I create detailed plans and use financial data to drive decisions.

Question 5: How often do you review your cash flow? *

A. Rarely, if ever—I just check my bank balance when needed.

B. Monthly or quarterly, when I remember.

C. Weekly or biweekly, as part of my financial routine.