All About You!Name* First Last Email* Phone*All About Your Business!Business name*If you don’t yet have one, just put your name here!Does your business operate in more than one state?* Yes No Not Sure Which state(s) are you operating in?*What does your business do?*What service(s) do you offer, what product(s) do you sell? Give us your spiel. What do you love about your business?*What is your least favorite thing about being a business owner?*How long have you been in business?*What's your annual gross revenue?*Did you form an LLC or a Corporation?* Yes No How is your business set-up?* Single member LLC (not taxed as an S-Corp) Partnership S-Corporation C-Corporation Something else/IDK All About Your Books!Are you keeping business and personal funds separate?* Always Mostly Not a chance in hell How many accounts do you have and where?*Are you currently using an accounting software? If so, which one?* Xero QuickBooks Online QuickBooks Self-Employed Wave Nothing/Something else Current Bookkeeping Situati9on* I have a bookkeeper I do my own bookkeeping No bookkeeping is happening Are your books up to date?* Yes No Not sure! Do you have employees?* Yes No Answer yes if you are an S-Corp and on payroll as the owner.How many employees do you have?*Count yourself as 1 if you are an S-Corp and on payroll as the owner.Who are you using for payroll?* Gusto ADP Paychex QuickBooks Something else/IDK All About Your Taxes!Are you collecting and remitting sales tax?* Yes No, not liable for it No, but maybe I should be? Who is handling the filing?* I file them myself My accountant/bookkeeper handles this for me Are your annual income taxes up to date?* Yes No Who files your taxes?* I do! I have an accountant that files them Are you currently making quarterly estimated payments?* Yes No GoalsDo you currently have an emergency fund?* Yes No Are you up to date with your prior year tax liabilities?* Yes No Are you saving for retirement?* Yes No What type(s) of retirement accounts do you have?* 401k – through my business 401k – through a previous employer SEP IRA Traditional IRA Roth IRA Do you have a brokerage account?* Yes No Which type(s) of insurance do you currently carry?* Life Short-term disability Long-term disability Something else What are your immediate financial planning goals?What are your long-term financial planning goals?Before You Go!Anything else you want to share?CAPTCHACommentsThis field is for validation purposes and should be left unchanged.
