FULL NAME
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BUSINESS NAME
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BUSINESS ADDRESS
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Type (For-profit/Nonprofit)
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Phone
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Email
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Website
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Years in Operation
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Number of Full-Time Employees
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Annual Revenue (Most recent year)
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Ethnicity
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Financial Management
Do you have a business bank account?
Are your business finances separated from personal finances?
Do you maintain accurate and up-to-date bookkeeping records?
Have you completed annual tax filings in the last 2 years?
Do you use accounting software or a financial management system?
Financial Health
Do you have a current Profit & Loss statement?
Do you have a current Balance Sheet?
Do you have a cash flow projection for the next 6–12 months?
Are you current on all business debts or obligations?
Do you know your current credit score (business and/or personal)?
Business Operations & Strategy
Do you have a written business or strategic plan?
Are your business licenses/registrations current?
Do you have documented internal controls or governance structures (for nonprofits)?
Do you track and measure performance (KPIs, outcomes)?