Contact Name *

Email *

Phone *

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

Business Name *

Business Industry *

Business Structure *

Business Address *

Biggest Financial Challenges *

Financial Goals *

Select the service you’re interested in: *

BEF Business Credit and Funding Services

BEF Personal Credit and Personal Finance Service

BEF Bookkeeping, Accounting, Tax Preparation, and Cash Flow Services

Combination Subscription Offers

Financial Health Combo

Management Package

Welcome to the Business Empire Financial (BEF) Business Credit and Funding Section. As part of our commitment to your business’s financial growth and stability, this intake form is designed to capture essential information about your business’s financial health, goals, and needs. Your responses will allow us to tailor a Credit and Funding Report that aligns with your business objectives and guides you towards optimal financial strategies.

BEF Business Credit and Funding

Business Financial Health *

Average Monthly Expenses *

Current Business Assets *

Do you know your current business credit score? *

Are you facing any challenges with your business credit? *

Have you previously applied for business funding? *

What type of funding are you currently interested in? *

What is the purpose of seeking additional funding? *

How much funding are you seeking? *

Are there specific areas of business finance, credit, or funding you want to learn more about? *

Would you be interested in attending live training sessions or workshops? *

What financial management software are you currently using? *

Are you interested in technology solutions for improving financial management or funding processes? *

Would you be interested in joining peer-to-peer learning networks or financial strategy mastermind groups? *

Are networking events with financial experts and investors of interest to you? *

Please share any other information or specific challenges you’re facing related to business credit and funding that you’d like BEF to consider. *

Welcome to the BEF Personal Credit and Personal Finance assessment. This detailed intake form is designed to gather comprehensive information about your current financial situation, goals, and challenges. Your responses will enable us to create a tailored financial strategy report specifically designed for your needs. Please answer the following questions to the best of your ability. All information provided will be treated with strict confidentiality.

BEF Personal Credit and Personal Finance

What are your top three financial goals for the next year? *

Where do you see your financial situation in five years? *

What long-term financial aspirations do you have? *

Current Financial Health

Estimate your current monthly income (after taxes) *

List your average monthly expenses and categorize them *

Do you have an emergency fund? If yes, how many months of expenses does your emergency fund cover? *

Credit Information

Do you know your current credit score? If Yes Please Specify *

Have you ever reviewed your credit report? *

Have you faced any issues with your credit? *

Debt Information

List all current debts *

Are you facing any challenges with managing your debt? If Yes Please explain, *

Savings & Investments

Do you currently have any savings accounts or investments? If Yes Please provide details *

What percentage of your monthly income are you able to save or invest? *

Expense Management

Do you follow a budget? *

What are your biggest financial challenges or areas where you’d like to reduce spending? *

Personal Credit and Finance Management

Have you ever worked with a financial advisor or credit counselor before? *

What specific areas of your personal credit and finance are you seeking help with through BEF? *

Additional Information

Is there any other information you believe is important for us to know in order to create your tailored financial strategy? *

Welcome to Business Empire Financial (BEF) Bookkeeping, Accounting, Tax Preparation, and Cash Flow Services. This intake form is the first step in our journey to understand and meet your financial management needs effectively. Your detailed responses will allow us to tailor our services to fit your unique business situation. Please answer the following questions to provide us with a comprehensive view of your financial status and objectives.

Financial Goals and Challenges

What are your primary financial goals for the next 12 months? *

Describe any financial management challenges your business is currently facing. *

Bookkeeping

Do you currently maintain bookkeeping records? *

How often are financial transactions recorded? *

Are you up-to-date with your bookkeeping? *

Accounting

Do you currently have an accounting system in place? *

How do you manage your financial reporting and analysis? *

Tax Preparation

How do you currently handle your business taxes? *

Have you experienced any tax-related issues or audits in the past? *

What is your biggest concern regarding tax preparation and compliance? *

Cash Flow Management

Do you regularly prepare cash flow statements? *

Have you encountered any cash flow challenges? *

What methods do you currently use to manage cash flow? *

Financial Planning and Analysis

Do you engage in financial forecasting and budgeting? *

How do you assess the financial health of your business? *

Additional Services *

Additional Information *

Consent and Agreement

By submitting this form, I confirm that the information provided is accurate and complete to the best of my knowledge. I authorize BEF to use this information to assess my business needs. I understand that my information will be kept confidential in accordance with BEF’s privacy policy.

Please sign below *

Clear

Date Signed *