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Business Health Scorecard

First Name

Last Name

Phone *

Email *

Organization

Website

Have you legally formed your business with the Secretary of State? *

Yes

No

If yes, do you have a copy of your formation articles and certificate?

Yes

No

Have you secured an EIN from the IRS for your business? *

Yes

No

If so, do you have a copy of your SS4 (EIN Confirmation Letters)?

Yes

No

Do you have an Operating Agreement (if you have partners, a Partnership Agreement)? *

Yes

No

If you have a Corporation, or if required by your state for an LLC, are you current on your Secretary of State Annual Reporting? *

Yes

No

N/A

Is your Registered Agent and Registered Agent Address up to date with the Secretary of State? *

Yes

No

If you are doing business under a different name than your Formation legal name, do you have a current Fictitious Name/DBA on file with the Secretary of State? *

Yes

No

N/A

Do you know your business NAICS code? *

Yes

No

Does your business have written Business Statements: Purpose/Passion, Vision, and/or Mission? *

Yes

No

Do you have a state Tax ID number? *

Yes

No

Do you have a Business License? *

Yes

No

Do you have Business Insurance? *

Yes

No

Do you have a dedicated Business Address separate from your home address? *

Yes

No

Do you have a dedicated Business Phone Number separate from your home/cell number? *

Yes

No

Do you have a branded Business Domain? *

Yes

No

Do you have professional email to match your branded Business Domain? (not a Google, Hotmail, Outlook, MSN etc.) *

Yes

No

Do you have a business website, or online presence? *

Yes

No

Do you have a Logo and Brand Board/Style Guide for your business? *

Yes

No

Do you have professional letterhead for your Business? *

Yes

No

Do you have a dedicated Business Bank Account separate from your personal banking? *

Yes

No

Do you have a working relationship with a personal banker? *

Yes

No

Do you have bank statements for the current fiscal year in your electronic files (off of the bank platform)? *

Yes

No

Do you have bank statements for the current fiscal year in your physical files? *

Yes

No

If you utilize online payment processing, do you have records of transactions for the current fiscal year in your electronic files (off of the platform itself) *

Yes

No

N/A

If you utilize online payment processing, do you have records of the transactions for the current fiscal year in your physical files? *

Yes

No

N/A

Do you have a credit card in the name of your business, or a business line of credit? *

Yes

No

If you have a business credit card, do you have statements for the current fiscal year in your electoronic files (outside of the credit card's platform)?

Yes

No

If you have a business credit card, do you have statements for the current fiscal year in your physical files?

Yes

No

Do you track your daily expenses and income (day-to-day bookkeeping) and/or work regularly with a bookkeeper? *

Yes

No

Do you regularly work with an accountant? *

Yes

No

Do you utilize an accounting system/software? *

Yes

No

Do you produce monthly financial statments (Profit & Loss, Balance Sheet, Cash Flow Projection, etc.)? *

Yes

No

Have you filed taxes for your most recently completed fiscal year? *

Yes

No

Do you have budget for the current year? *

Yes

No

Are you confident in your pricing strategy? *

Yes

No

Do you have a DUNS # for your business? *

Yes

No

Do you know your business credit score? *

Yes

No

What is your approximate annual revenue? *

Pre-Revenue
Under $10,000
$10,000 - $50,000
$50,000 - $100,000
$100,000 - $250,000
$250,000 - $500,000
$500,000 - $1,000,000
Over $1M
No elements found. Consider changing the search query.
List is empty.

Does your business employ payroll/w2 employees? *

Yes

No

If so, do you utilize a payroll system or company?

Yes

No

If you have employees, are you current on your payroll taxes?

Yes

No

Does your business utilize non-employee Independent Contractors? *

Yes

No

If so, do you have current W9 forms on file for each?

Yes

No

If you do have contractors, did you file your 1099 with the IRS last year?

Yes

No

How do you pay your employees and Contractors? *

Cash
Check
Direct Deposit
Combination
Other
N/A
No elements found. Consider changing the search query.
List is empty.

How do you pay yourself? *

Cash
Check
Direct Deposit
Other
Combination
N/A
No elements found. Consider changing the search query.
List is empty.

Do you pay any of your personal expenses from your business bank account or utilizing business credit cards or funds? *

Yes

No

Does your business have a written marketing plan? *

Yes

No

Have you created an ideal client/customer avatar, and know their pain points - the specific problem that avatar wants solved? *

Yes

No

Do you have a clear understanding of your products and services and know your UVP (the unique value you provide your customers)? *

Yes

No

Have you identified/analyzed other alternatives operating in your space (competition)? *

Yes

No

Do you have a clear sales strategy of how you will sell/deliver your products and services to your customers? *

Yes

No

Does your business have a written Business Plan or Business Model Canvas/with financials *

Yes

No

Have you defined how you measure success, including KPIs (Key Perfomance Indicators) or a like measurement tool? *

Yes

No

Do you have a current and active goal/activity plan for your business? *

Yes

No

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