Business Health Checkup 1Contact Information2Tax & Accounting3Bank Relationship4Sales & Marketing5Human Resources6Information Technology7Wealth 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.* Yes No I have implemented a budget.* Yes No I’ve established a succession plan for my business.* Yes No I am pleased and confident with my current bookkeeping system (i.e. Manual entry, QuickBooks, or other software).* Yes No My business is structured with the appropriate entity (i.e. LLC, LLP, S-Corp, C-Corp, etc.).* Yes No I feel that I pay the appropriate level of tax for my income level.* Yes No/Unsure My business has a mission statement, vision statement, and a strategic plan.* Yes No I have a clear understanding of what goods/services in my business are applicable to sales tax.* Yes/Somewhat No My business is managing its debt appropriately (i.e. Line of credit, equipment, and real estate).* Yes No/Unsure I’m constantly looking for additional funds for my business.* Yes No I receive consulting and loan options from my lender.* Yes No I value my relationship with my lender, and they challenge me.* Yes No I feel my banker understands my business model and how to assist in financing.* Yes No My product/service is appropriately priced.* Yes No/Unsure I have a functioning and searchable website.* Yes No/Unsure I utilize social media for my business.* Yes No/Unsure I understand what SEO, SERP, Bounce Rate, CPC, KPI, and CRT mean.* Yes No I am struggling to get top-line growth.* Yes/Somewhat No I utilize marketing automation or a CRM tool.* Yes No I have a business development strategy.* Yes No I have an employee handbook.* Yes No My business has an employee benefits plan.* Yes No I’ve implemented an employee on-boarding and off-boarding process for my business.* Yes No I have a difficult time hiring or recruiting good employees.* Yes/Somewhat No I am considering adding employees to my business and/or hiring for the first time.* Yes No I process my own payroll.* Yes No If the computer, printer, or other technology at my businesses needs repair or replacement, I have the resources available.* Yes No I am meeting the needs of my clients when it comes to communication mediums and technology.* Yes No/Unsure I have a data backup plan for my businesses and regularly perform backups.* Yes No/Unsure I have a strategic plan for technology replacement and upgrades.* Yes No My employees or I access my businesses network remotely through and secure external network.* Yes No I have a strong cyber-security network and prevent phishing attacks.* Yes No/Unsure I have the appropriate retirement vehicle for my business.* Yes No/Unsure I have converted my IRA to a Roth and understand the importance of doing so.* Yes No I feel that I have enough savings for retirement.* Yes No/Unsure My retirement assets are diversified.* Yes No/Unsure I’m receiving regular and consistent advice from my financial advisor.* Yes No/Unsure NameThis field is for validation purposes and should be left unchanged.
