Qwin Management & Consulting Group Business Questionnaire
Please fill out the following questionnaire to help us understand your business and financial structure. Your answers will give us a clear picture of your current structure, systems, and challenges so we can identify the right solutions for you. This information is kept strictly confidential and will only be used to create a personalized plan for your business growth and financial success.
Full Name
*
First Name
Last Name
Business / Brand Name
*
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Website / Social Media Links (IG, YouTube, TikTok, etc.)
Do you currently operate under a registered business?
*
Sole Proprietor
LLC
S-Corp
C-Corp
Partnership
None (personal only)
EIN / Tax ID (Please provide if applicable)
Year your business was established
*
List all bank(s) you currently use
*
How many business bank accounts do you currently have?
*
0
1
2
3+
Do you keep business and personal finances separate?
*
Yes
No
Do you have a dedicated savings account for taxes?
*
Yes
No
Which platforms do you currently receive payments through? (Check all that apply)
*
CashApp
PayPal
Stripe
Square
Zelle
Wire Transfers
ACH (Bank Transfers)
Other
If Other, please specify
Average monthly revenue (ballpark)
*
Under $5K
$5K – $20K
$20K – $50K
$50K+
When was the last year you filed taxes?
*
Do you currently owe a balance to the IRS or any state tax entity?
*
Yes (Amount owed: _______)
No
Not sure
If Yes, amount owed
Do you currently use an invoicing system?
*
Yes
No
Which invoicing system?
Do you currently use an accounting/bookkeeping system?
*
QuickBooks
Wave
Xero
FreshBooks
Excel / Google Sheets
None
How do you currently track your income and expenses?
*
Manually (notebook / spreadsheet)
App / software
Not tracking consistently
Have you established business credit?
*
Yes
No
Do you have business credit cards?
*
Yes
No
Do you currently work with: (check all that apply)
*
Tax Preparer
Bookkeeper
Business Manager
CPA / Accountant
Financial Advisor
Credit Advisor
Attorney (general business)
Entertainment Attorney
Trust / Estate Attorney
Other
If Other, please specify
Do you have employees?
*
Yes
No
If yes, are they 1099 or W2 employees?
1099
W2
What are your top 3 challenges in managing your business finances right now?
Are you ready to invest in building a foundational business & financial structure?
*
Yes, immediately
Yes, within 3–6 months
Not sure
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