Small Business Questionaire
Help Us Get to Know Your Business. We want all the Tea. The more we know the better we can assist. In business problems are undiscovered potentials for success. Let us solve the problem, while you focus on the progress
Date
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Month
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Day
Year
Date
Tell Me About Your Business
Help me customize your business development plan
Business Owner Name (First, Last)
Who Am I Doing Business With? Who makes the Decisions? Who will I be coaching to become an Awesome Business Owner?
Business Owner Contact Number
What type of business do you have?
Sole Propriertorship- Tax Form Schedule C
Hustler
LLC - Tax Form Schedule C or 1120S
Partnership- Tax Form 1065
CCorp- Tax Form 1120
Non Profit- Tax Form 990
SCorp- Tax Form 1120S
I am not sure what my business is.
How long have you been in business?
0 years- I am Business Planning
1-3 years
4-6 years
7 years or more
All my life- unofficially
Legal Business Name
If your business is not an LLC , Non Profit or SCorp yet, please list the name your business is know by
DBA Name
If your business Is a Sole Proprietorship, LLC, Non Profit, or S Corp or has an altenate name that it operates under. Please list it here
Does your business rent space to operate ? EX: Office Space, Virtual Space, Wharehouse? This does not apply to home offices
*
Yes we rent or work out of a physical space
No, we work remotely and use a virtual address
No we work remotely, without a virtual address
We work from home
Business Mailing Address or Home Address If you do not have a physical business address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Business Website Address
Put N/A If your business does not have a website
Describe the types of products and services your business currently sells. Ex: Online business that sales hair products
EIN Tax ID
Please upload a copy below if avalaible. Put N/A if you do not have an EIN/TAX ID Number
DUNS #
Put N/A if you do not have a DUNS number. Please upload a copy if avalaible
UEI#
Put N/A if you do not have a UEI# number. Please upload a copy if avalaible
Webfile Franchise Tax XT#
Please upload a copy if avalaible- Put n/a if you do not have this number or know what it is
Webfile Sale Tax RT#
For Sales Tax Filers Only. Please upload a copy if avalaible. Put n/a if you do not have this number or know what it is
Business Finances & Operations
We are here to help. Tell us all the good, bad, and ugly about your business. NO Secrets. The more we know the more we can Help!
Has your business ever worked with a Business Development Coach?
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Yes
No
Does your business have a Bookkeeper or Accountant?
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Yes
No
Are your most recent personal and business tax returns filed?
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Yes
No
I am not sure
Does your business use a CRM such as Salesforce, Hub Spot, Podio?
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Yes
No
I am not sure
Does your business have a written operational policy?
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Yes
No
I am not sure
Does your business have a written business plan?
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Yes
No
Do you have a current basis schedule for yourself and business partners?
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Yes
No
I am Not Sure what that is
Do you actively participate in your business (you work onsite daily, or you are involved in the day to day decision making and problem solving)
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Yes
No
Does your business bid on contracts or respond to RFP's
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Yes
No
I am not sure what those are
Do you have a depreciation schedule for your business assets?
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Yes
No
I am not sure
Does your business have any certifications. Check all that apply
*
No, we do not have certifications
Not sure
What are certifications?
Women Owned Business Certified
Black Owned Business Certified
Disabled
Veteran Owned
Hispanic Owned
Minority Owned
HUB Certfied
Do you have silent business partners, family members, or friends who have invested money into your business?
*
Yes
No
Possibly
How many business checking accounts do you have?
0
1-5
6-10
Does your business have cash in a savings account?
yes
no
No, but saving is my goal but it seems like its never enough money left over to save
How many business credit card accounts do you have?
0
1-5
No business credit cards just personal credit cards that are used for business
Do you file quarterly sales tax reports for your business
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Yes
No
not sure
Has your business filed the required BOI report for all US LLC's?
*
Yes
No
I am not sure
Does your business sale products online or in store?
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Yes
No
Not yet
Does your business use any of the following? Check all that apply
*
Cash App
Paypal
Square
Zelle
Apple Cash
Venmo
Stripe
Does your business have a POS System?
*
Yes
No
I am not sure what that is
Did you close any business credit cards or Lines of Credit
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Yes
No
Do you run payroll for your business?
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Yes
No
Not sure
Do you pay people to work or perform services for you that are not on payroll?
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Yes
No
Not sure
Has your business ever received funding (loans/grants)?
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Yes
No
Not sure
What is your annual business revenue?
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$0 - $150,000
$151,000 - $600,000
$601,000 - $1.2 million
More than 1.2 million
I have no clue
What months does your business experience PEAK Revenue?Check all that apply
*
January
February
March
April
May
June
July
August
September
October
November
December
Not Sure
My business has Year Round Peak Revenue
What months does your business experience Revenue SHORTAGES? Check all that apply
*
January
February
March
April
May
June
July
August
September
October
November
December
Not Sure
My business Is always in a revenue or cash flow shortage
What are your major business headaches? Check all that apply
*
Cash Flow ( There is Never enough money to cover emergencys or bills)
Staffing (I cannot retain people who I can trust)
Training ( I hire people, but they cannot perform the job correctly without me)
Burn Out ( I wear all the hats in my business. I work 24/7)
Marketing ( I do not have time to market or advertise my business)
Licensing ( The agencys that govern my industy make compliance hard)
Technology (We still use paper and pen for Everything)
Scaling ( We are ready to go the next level but we do not know where to start)
Other
Do you use anthing to track your business expenses? Check all that apply
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Quickbooks
Wave
Divvy
Freshbooks
Spreadsheets
I dont use anything
Other
Did you purchase any of the following for the business? Check all that apply
*
Commercial Vehicles
Equipment/machinery
Real Estate
Office supplies that cost more than $3000
None
Other
Does your business use vehicles?
*
yes
no
Other
Asset Protection & Tax Planning
Tell me more about how you currently protect your assets & avoid High Income Taxation
Do you have a SEP, IRA, or Roth IRA, 401K
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Yes
No
Not sure
Some not all
Do you have a Trust
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Yes
No
Not sure
Some not all
Do you have health insurance?
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Yes
No
Not sure
Some not all
Do you invest in real estate? (Renting, Rehabbing, Developing, Financing etc)
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Yes
No
Some not all
Do you have life insurance or a key man policy
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Yes
No
Not sure
Other
Do you have a Will?
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Yes
No
Do you have a succession plan for your business?
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Yes
No
Not sure
Some not all
Does your business have insurance (Errors and Ommission, BOP, Liablity)
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Yes
No
Not sure
Has your business ever had a lawsuit filed against them or filed bankruptcy?
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Yes
No
Not sure
Has your business ever had UCC lien filed against it?
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Yes
No
Not sure
Do you have a personal online IRS ID Me account?
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Yes
No
Not sure
Does your business have a data security plan or cyber attack coverage
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Yes
No
Not sure
Upload Your Documents Here (EX: EIN, Letter)
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