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Business Financial Self-Assessment
How long have you been in business?
Is your business service or product based?
Service
Products
What is the business structure of the company?
Do you have contract labor?
Yes
No
How do you track income and expenses?
Do you have a separate bank account and credit card for business and personal expenses?
Yes
No
Do you have a bookkeeper?
Yes
No
Do you pay bills on time?
Yes
No
Do you incur penalty fees and finance charges?
Yes
No
Do you monitor cash flow?
Yes
No
Do you print and review financial statements monthly?
Yes
No
If not, how often do you review financial statememts?
Do you file your taxes annually?
Yes
No
If you don't file taxes annually, what year did you last file?
Do you have a budget?
Yes
No
If you have a budget, how often do you monitor it?
Briefly describe your current financial situation.
Name
(Required)
Email
(Required)
Phone
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