Financial Check-Up: Business Edition

Business Name

Contact Phone Number

Contact Email Address

1. Do you have employees, excluding yourself?

2. Is your cash flow positive each month?

3. Would a business line of credit make sense for you to address short term cash flow deficiencies?

4. Do you have any business loans that may need evaluating?

5. Are your accounts up to date in case of an emergency?

6. Do you have an emergency savings account?

7. Are you having trouble keeping track of your finances?

8. Do you have financial goals?

9. Do you know your credit score/have you established credit in the businesses name?

10. Does your business account incur any fees?

11. Are you optimizing your tax credits?

12. Are you interested in business investments?

13. Are you interested in retirement plans?

14. Do you recommend your employees get a Health Savings Account (HSA)?

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15. Have you had a review of your payroll processing?

16. Do you accept credit/debit card payments?

17. Would you like a free review to see if CODE can save you money with your credit card processor?

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