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Business Assessment
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10
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1
Name
*
This field is required.
First Name
Last Name
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2
Business Name
*
This field is required.
Type a description
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3
Email
*
This field is required.
example@example.com
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4
Phone Number
*
This field is required.
Please enter a valid phone number.
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5
Which industry describes your business best?
*
This field is required.
If "Other," please explain.
Product Based
Service Based
Product and Service Based
Other
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6
What is your business registered as?
*
This field is required.
Sole Proprietorship
LLC
S Corp
Inc
Nonprofit
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7
How many owners do you have?
*
This field is required.
If more than one, please list their ownership percentage below.
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8
Why did you start your business?
Tell me your origin story!
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9
In a perfect world, if your business achieved its dream state, what would that look like on a day-to-day basis?
*
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What's the vision? Have you reached a certain size? Opening multiple locations? Growing your team?
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10
What are you financial goals for the next 3-6 months?
*
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11
How do you feel about your finances today?
*
This field is required.
How's it going?
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Row 0, Column 1
Row 0, Column 2
Row 0, Column 3
Row 0, Column 4
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Row 0, Column 3
Row 0, Column 4
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12
What's the most frustrating thing about your finances right now?
*
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Please explain your situation
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13
What's the annual income of your business (ballpark)?
*
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You can put an estimate
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14
What's the annual profit of your business (ballpark)?
*
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You can put an estimate
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15
Have you worked with an accountant/bookkeeper before?
*
This field is required.
YES
NO
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16
What did you love about working with your bookkeeper/accountant? What do you wish had been done differently?
(You can leave it blank if it doesn't apply)
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17
Are you currently working with an accountant or bookkeeper?
*
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YES
NO
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18
How are you currently reviewing your finances?
Tell me how you decide if business is doing good/bad financially!
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