Budget

Are you purchasing business supplies from wholesale vendors?

What is your biggest liability?

Do you have separate accounts for your business & personal accounts?

What is your average profit per month?

What is your average cost of services?

What is your end-of-year gross income?

What is your end-of-year net income?

On a scale of 1-5 (5 being the best) how do you feel about how well you manage your finances?

Do you have business/personal checking & savings?
 

Credit

How is your personal credit?

Do you have any charge-offs or outstanding debt/delinquency, repo, late payment, bankruptcy

When is the last time you checked your credit?

How often would you say you make your payments on-time?

Do you have business credit?

Do you have lines of credit established for your business?

Have you ever used a credit restoration program? If so, when?

What is your overall goal of using our services?

Are you committed to dedicating time to go over this plan and do homework.

Are you looking to commit

3, 6, 12-month