Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Business Name *Contact Phone Number *Contact Email Address *1. Do you have employees, excluding yourself? *YesNo2. Is your cash flow positive each month? *YesNo3. Would a business line of credit make sense for you to address short term cash flow deficiencies? *YesNo recommend 1. Do a 4. Do you have any business loans that may need evaluating? *YesNo5. Are your accounts up to date in case of an emergency? *YesNo6. Do you have an emergency savings account? *YesNo7. Are you having trouble keeping track of your finances? *YesNo8. Do you have financial goals? *YesNo9. Do you know your credit score/have you established credit in the businesses name? *YesNo10. Does your business account incur any fees? *YesNo11. Are you optimizing your tax credits? *YesNo12. Are you interested in business investments? *YesNo13. Are you interested in retirement plans? *YesNo14. Do you recommend your employees get a Health Savings Account (HSA)? *YesNo15. Have you had a review of your payroll processing? *YesNo16. Do you accept credit/debit card payments? *YesNo17. Would you like a free review to see if CODE can save you money with your credit card processor? *YesNoSubmit
