SMALL BUSINESS CLIENT 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
Back
Next
How important are healthy money habits to you?
Very Important
Important
Slightly Important
Not At All Important
Do you currently use a monthly budget?
Yes
No
Are you familiar with a zero based budget?
Yes
No
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 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
Back
Next
Do you donate to charitable organizations?
Yes
No
How important is it to you to donate to charitable organizations?
Very Important
Important
Slightly Important
Not At All Important
List your financial goals:
List any questions that you would like to discuss:
Submit
Print Form
Should be Empty:
Now create your own Jotform - It's free!
Create your own Jotform