SMALL BUSINESS FINANCIAL SNAPSHOT
Business Name
Owners Name
First Name
Last Name
Owners Email
example@example.com
Business Phone Number
-
Area Code
Phone Number
Owner Cell Phone Number
-
Area Code
Phone Number
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Do you have any business partners?
Please Select
Yes
No
Business Partner Name
First Name
Last Name
Business Partner Email
example@example.com
Business Partner Cell Phone Number
-
Area Code
Phone Number
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Next
What are your annual gross sales?
Do you currently pay yourself an Owners Draw?
Please Select
Yes, regularly
Yes, occasionally
No, I reinvest my profits
If you are paying yourself, how much each month?
Do you have a separate business checking and savings account?
Yes
No
Do you have a minimum of $1,000.00 in a business savings account?
Yes
No
Do you have any business debt?
Yes
No
Do you save 15 - 25% of your profit for taxes?
Yes
No
Do you use credit cards for business expenses?
Yes
No
Do you own or rent business space?
Yes
No
N/A
Do you have any employees
Please Select
Yes
No
I have a virtual assistant
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Next
List your business financial goals:
List any questions or concerns that you would like to discuss:
What do you hope to gain from this session?
How would you react if I told you were in a very tough financial position and drastic changes were needed?
Where do you think you stand financially right now?
When you are inspired, what does it take for you to implement your plan or goal?
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