Step 1 of 7 14% Name* First Last Email* Company Name*Does the business have a regular lawyer to consult on business matters?*YesBusiness has a lawyer, but doesn't use regularlyNoWhat type of business structure have you formed?*Sole ProprietorPartnershipCorporationLimited Liability CompanySole ProprietorAre you planning to incorporate?*Yes, planning to form a Corporation or LLC this yearYes, planning to form a Corporation or LLC in the futureNoDo you have separate bank accounts for your business and personal finances?*YesNoPartnershipDo you have a written Partnership Agreement?*YesNoWas your Partnership Agreement prepared or reviewed by a lawyer?*YesNoDo Partners have clearly defined roles in managing the Partnership?*Yes, similar to officers in a corporationYes, but sometimes the roles get confusedNoHave you considered converting your partnership to an LLC?*Yes - conversion being planned nowYes - but do not want to incur the costYes - but not ready to pull the triggerNo - have not consideredCorporationHow often does the board meet?*Board meets annuallyBoard meets quarterlyBoard meets monthlyNo regular meeting scheduleDo you enter into non-routine transactions without board approval?*Owner makes decisions on the flyOwner occasionally makes a quick decisionDecisions always go through channelsHave you elected to be taxed as an S Corp?*Yes, elected S CorpNo, planning to elect S CorpNo, trying to decideNo, not planning to electLimited Liability CompanyDo you know that your registered agent is still at the listed address?*YesNot sure about some statesNot sureHow often do the LLC Members meet?*Members meet annuallyMembers meet quarterlyMembers meet monthlyNo regular meeting scheduleDo you have an LLC operating agreement?*YesNot yetWas your LLC operating agreement prepared by or reviewed by a lawyer?*LLC operating agreement was prepared by our lawyerLLC operating agreement was prepared by owners but reviewed by lawyerLLC operating agreement was prepared by owners and not reviewed by lawyerDo you enter into non-routine transactions without Member approval?*Owner makes decisions on the flyOwner occasionally makes a quick decisionDecisions always go through channels Do you utilize commercial software to keep your accounting records?*Yes, on a networkYes, on a single PCNo, we keep manual booksWhich software do you use?*Industry specific softwareQuickBooks, Peachtree or similarEntry level web-based systemEntry level PC-based systemHow often do you prepare financial statements?*When the bank asks for themAnnuallyQuarterlyMonthly or more often Do you conduct business in multiple states?*Primary state onlyMultiple statesDo you have a trade name or dba?*No - operate under official name onlyYes - one dbaYes - more than one dbaDo you have names or logos that are important to the value of your business?*YesNoNot sure Have you obtained your EIN Tax ID from the Internal Revenue Service?*Have an EIN alreadyNeed to get an EINHave you obtained a General Business License from the county or city where you operate?*YesNoDo you need any sort of special industry permit or license?*YesNoDo you have employees other than the business owner?*YesNo, but I may hire in the futureHow many employees do you have?*12-56-1920+When do you expect to hire your first employee?*Within 60 daysThree to Six MonthsMore than Six Months off Which forms of payment do you accept at Point of Sale?*CashCash plus Credit and Debit CardsCash, Credit Cards, and Mobile payment solutions like Apple PayWhich forms of payment do you accept online?*Credit and Debit CardsACH from Bank AccountAll of the aboveNot doing Business OnlineDo you ever store Customer Payment information for future use?*Stored on paper filesStored on our serversStored by third party payment processorsNot stored Do you use independent contractors?*YesOccasionallyNo Do you have cash flow projections?*YesPartially completeNoNameThis field is for validation purposes and should be left unchanged.
