Complimentary Dependent Consultation

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Complimentary Dependent Consultation

MBE CPAs is proud to take care of not only our clients but their dependents as well. This is a Complimentary Dependent Consultation service offered by MBE CPAs. To schedule a one-hour meeting for your dependent, please fill out the form below. If you need more information, email Melanie here.

1Contact Information

2Tax & Accounting

3Bank Relationship

4Sales & Marketing

5Human Resources

6Information Technology

7Wealth 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:(Required)

First Last

Business Name:(Required)

Industry:

Number of Employees:

Please enter a number from 0 to 999999.

Phone Number:(Required)

Email:(Required)

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.(Required)

Yes

I have implemented a budget.(Required)

Yes

I’ve established a succession plan for my business.(Required)

Yes

I am pleased and confident with my current bookkeeping system (i.e. Manual entry, QuickBooks, or other software).(Required)

Yes

My business is structured with the appropriate entity (i.e. LLC, LLP, S-Corp, C-Corp, etc.).(Required)

Yes

I feel that I pay the appropriate level of tax for my income level.(Required)

Yes

No/Unsure

My business has a mission statement, vision statement, and a strategic plan.(Required)

Yes

I have a clear understanding of what goods/services in my business are applicable to sales tax.(Required)

Yes/Somewhat

My business is managing its debt appropriately (i.e. Line of credit, equipment, and real estate).(Required)

Yes

No/Unsure

I’m constantly looking for additional funds for my business.(Required)

Yes

I receive consulting and loan options from my lender.(Required)

Yes

I value my relationship with my lender, and they challenge me.(Required)

Yes

I feel my banker understands my business model and how to assist in financing.(Required)

Yes

My product/service is appropriately priced.(Required)

Yes

No/Unsure

I have a functioning and searchable website.(Required)

Yes

No/Unsure

I utilize social media for my business.(Required)

Yes

No/Unsure

I understand what SEO, SERP, Bounce Rate, CPC, KPI, and CRT mean.(Required)

Yes

I am struggling to get top-line growth.(Required)

Yes/Somewhat

I utilize marketing automation or a CRM tool.(Required)

Yes

I have a business development strategy.(Required)

Yes

I have an employee handbook.(Required)

Yes

My business has an employee benefits plan.(Required)

Yes

I’ve implemented an employee on-boarding and off-boarding process for my business.(Required)

Yes

I have a difficult time hiring or recruiting good employees.(Required)

Yes/Somewhat

I am considering adding employees to my business and/or hiring for the first time.(Required)

Yes

I process my own payroll.(Required)

Yes

If the computer, printer, or other technology at my businesses needs repair or replacement, I have the resources available.(Required)

Yes

I am meeting the needs of my clients when it comes to communication mediums and technology.(Required)

Yes

No/Unsure

I have a data backup plan for my businesses and regularly perform backups.(Required)

Yes

No/Unsure

I have a strategic plan for technology replacement and upgrades.(Required)

Yes

My employees or I access my businesses network remotely through and secure external network.(Required)

Yes

I have a strong cyber-security network and prevent phishing attacks.(Required)

Yes

No/Unsure

I have the appropriate retirement vehicle for my business.(Required)

Yes

No/Unsure

I have converted my IRA to a Roth and understand the importance of doing so.(Required)

Yes

I feel that I have enough savings for retirement.(Required)

Yes

No/Unsure

My retirement assets are diversified.(Required)

Yes

No/Unsure

I’m receiving regular and consistent advice from my financial advisor.(Required)

Yes

No/Unsure

Comments

This field is for validation purposes and should be left unchanged.

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RSM US Alliance provides its members with access to resources of RSM US LLP. RSM US Alliance member firms are separate and independent businesses and legal entities businesses and legal entities that are responsible for their own acts and omissions, and each are separate and independent from RSM US LLP. RSM US LLP is the U.S. member firm of RSM International, a global network of independent audit, tax, and consulting firms. Members of RSM US Alliance have access to RSM International resources through RSM US LLP but are not member firms of RSM International. Visit rsmus.com/aboutus to learn more information regarding RSM US LLP and RSM International. The RSM™ brandmark is used under license by RSM US LLP. RSM US Alliance products and services are propriety to RSM US LLP.

Complimentary Dependent Consultation

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.

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.