• W2G Group Business Client Onboarding

  • Before we get started, this form allows me to fully understand your business, your current situation, and exactly what you need so nothing is missed and everything is handled correctly the first time.

    Inside, you’ll:

    • Share your business details and current setup

    • Select the service that best fits your needs

    • Secure your spot by completing your payment

    This process is structured to make things simple, organized, and stress-free on your end. Take your time,answer each section as accurately as possible, and I’ll handle the rest.

  • Client Profile

    Let’s start with the basics so your file is set up accurately and communication stays smooth throughout your service.
  • Format: (000) 000-0000.
  • Best Time to Contact*

  • Business Snapshot

    This section gives a high-level view of your business structure, activity, and current standing so we can assess where you are and what needs to be addressed.
  • Business Type*
  • How long have you been in business?*
  • Approximate Annual Revenue*
  • Do you have an EIN?*
  • Do you have a business bank account?*
  • Do you have any business credit established?*

  • Current Position

    Be honest here, this helps identify gaps, risks, and opportunities so your service is handled correctly from the beginning.
  • Are your taxes current?
  • Do you have any outstanding balances?
  • Are you currently working with a CPA/bookkeeper?
  • Any notices received?

  • Service & Investment Payment

    Select the service that best fits your current needs. If adjustments are needed after review, recommendations will be provided before work begins. Please note: your payment secures your service and allows your file to be opened, reviewed, and prioritized.

  • prevnext( X )
    Formation Package. * LLC or S-Corp formation filing * Articles of Organization submitted to state * EIN application * Operating Agreement template * Compliance calendar
    Formation Package

    * LLC or S-Corp formation filing

    * Articles of Organization submitted to state

    * EIN application

    * Operating Agreement template

    * Compliance calendar

    $297.00$297.00
      
    Credit Builder. * Business credit profile setup * Tradeline strategy and recommendations * Personal credit review and action plan * Business credit monitoring guidance * Step-by-step roadmap
    Credit Builder

    * Business credit profile setup

    * Tradeline strategy and recommendations

    * Personal credit review and action plan

    * Business credit monitoring guidance

    * Step-by-step roadmap

    $497.00$497.00
      
    Funding Ready. * Full funding readiness assessment * Business plan outline guidance * Lender matching and application assistance * Business and personal credit optimization * Bank statement and revenue analysis
    Funding Ready

    * Full funding readiness assessment

    * Business plan outline guidance

    * Lender matching and application assistance

    * Business and personal credit optimization

    * Bank statement and revenue analysis

    $797.00$797.00
      
    Complete Bundle. * Everything in all three packages * Save $294 * Priority processing
    Complete Bundle

    * Everything in all three packages

    * Save $294

    * Priority processing

    $1,297.00$1,297.00
      
    Annual Report. * Florida Annual Report filed * State fee $138.75 billed separately * Confirmation within 48 hours
    Annual Report

    * Florida Annual Report filed

    * State fee $138.75 billed separately

    * Confirmation within 48 hours

    $75.00$75.00
      
    Total
    $0.00$0.00

  • Additional Information

  • Agreement & Authorization

    By submitting this form, you confirm that the information provided is accurate to the best of your knowledge and authorize W2G Group to proceed with your selected service.
  • Date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Should be Empty: