Business Health Checkup 1 Contact Information2 Tax & Accounting3 Bank Relationship4 Sales & Marketing5 Human Resources6 Information Technology7 Wealth Management We’ve developed a tool to check the vitals of 6 main functional areas of your businesses. By completing the questions below of the Business Health Checkup, we’ll find any challenges you may be facing in your business and prescribe the best resolution.First & Last Name:* First Last Business Name:*Industry:Number of Employees:Please enter a number from 0 to 999999.Phone Number:*Email:* Business Address: Street Address City State / Province / Region ZIP / Postal Code CAPTCHA I receive timely and accurate information from my accountant, and I understand how to read a Balance Sheet, Statement of Cash Flows, and Income Statement.*YesNoI have implemented a budget.*YesNoI’ve established a succession plan for my business.*YesNoI am pleased and confident with my current bookkeeping system (i.e. Manual entry, QuickBooks, or other software).*YesNoMy business is structured with the appropriate entity (i.e. LLC, LLP, S-Corp, C-Corp, etc.).*YesNoI feel that I pay the appropriate level of tax for my income level.*YesNo/UnsureMy business has a mission statement, vision statement, and a strategic plan.*YesNoI have a clear understanding of what goods/services in my business are applicable to sales tax.*Yes/SomewhatNo My business is managing its debt appropriately (i.e. Line of credit, equipment, and real estate).*YesNo/UnsureI’m constantly looking for additional funds for my business.*YesNoI receive consulting and loan options from my lender.*YesNoI value my relationship with my lender, and they challenge me.*YesNoI feel my banker understands my business model and how to assist in financing.*YesNo My product/service is appropriately priced.*YesNo/UnsureI have a functioning and searchable website.*YesNo/UnsureI utilize social media for my business.*YesNo/UnsureI understand what SEO, SERP, Bounce Rate, CPC, KPI, and CRT mean.*YesNoI am struggling to get top-line growth.*Yes/SomewhatNoI utilize marketing automation or a CRM tool.*YesNoI have a business development strategy.*YesNo I have an employee handbook.*YesNoMy business has an employee benefits plan.*YesNoI’ve implemented an employee on-boarding and off-boarding process for my business.*YesNoI have a difficult time hiring or recruiting good employees.*Yes/SomewhatNoI am considering adding employees to my business and/or hiring for the first time.*YesNoI process my own payroll.*YesNo If the computer, printer, or other technology at my businesses needs repair or replacement, I have the resources available.*YesNoI am meeting the needs of my clients when it comes to communication mediums and technology.*YesNo/UnsureI have a data backup plan for my businesses and regularly perform backups.*YesNo/UnsureI have a strategic plan for technology replacement and upgrades.*YesNoMy employees or I access my businesses network remotely through and secure external network.*YesNoI have a strong cyber-security network and prevent phishing attacks.*YesNo/Unsure I have the appropriate retirement vehicle for my business.*YesNo/UnsureI have converted my IRA to a Roth and understand the importance of doing so.*YesNoI feel that I have enough savings for retirement.*YesNo/UnsureMy retirement assets are diversified.*YesNo/UnsureI’m receiving regular and consistent advice from my financial advisor.*YesNo/UnsureNameThis field is for validation purposes and should be left unchanged.
