Small Business Roadmap "*" indicates required fields Step 1 of 7 0% Name* First Last Email* Company Name*Does the business have a regular lawyer to consult on business matters?* Yes Business has a lawyer, but doesn't use regularly NoWhat type of business structure have you formed?* Sole Proprietor Partnership Corporation Limited Liability CompanySole ProprietorAre you planning to incorporate?* Yes, planning to form a Corporation or LLC this year Yes, planning to form a Corporation or LLC in the future NoDo you have separate bank accounts for your business and personal finances?* Yes NoPartnershipDo you have a written Partnership Agreement?* Yes NoWas your Partnership Agreement prepared or reviewed by a lawyer?* Yes NoDo Partners have clearly defined roles in managing the Partnership?* Yes, similar to officers in a corporation Yes, but sometimes the roles get confused NoHave you considered converting your partnership to an LLC?* Yes - conversion being planned now Yes - but do not want to incur the cost Yes - but not ready to pull the trigger No - have not consideredCorporationHow often does the board meet?* Board meets annually Board meets quarterly Board meets monthly No regular meeting scheduleDo you enter into non-routine transactions without board approval?* Owner makes decisions on the fly Owner occasionally makes a quick decision Decisions always go through channelsHave you elected to be taxed as an S Corp?* Yes, elected S Corp No, planning to elect S Corp No, trying to decide No, not planning to electLimited Liability CompanyDo you know that your registered agent is still at the listed address?* Yes Not sure about some states Not sureHow often do the LLC Members meet?* Members meet annually Members meet quarterly Members meet monthly No regular meeting scheduleDo you have an LLC operating agreement?* Yes Not yetWas your LLC operating agreement prepared by or reviewed by a lawyer?* LLC operating agreement was prepared by our lawyer LLC operating agreement was prepared by owners but reviewed by lawyer LLC operating agreement was prepared by owners and not reviewed by lawyerDo you enter into non-routine transactions without Member approval?* Owner makes decisions on the fly Owner occasionally makes a quick decision Decisions always go through channels Do you utilize commercial software to keep your accounting records?* Yes, on a network Yes, on a single PC No, we keep manual booksWhich software do you use?* Industry specific software QuickBooks, Peachtree or similar Entry level web-based system Entry level PC-based systemHow often do you prepare financial statements?* When the bank asks for them Annually Quarterly Monthly or more often Do you conduct business in multiple states?* Primary state only Multiple statesDo you have a trade name or dba?* No - operate under official name only Yes - one dba Yes - more than one dbaDo you have names or logos that are important to the value of your business?* Yes No Not sure Have you obtained your EIN Tax ID from the Internal Revenue Service?* Have an EIN already Need to get an EINHave you obtained a General Business License from the county or city where you operate?* Yes NoDo you need any sort of special industry permit or license?* Yes NoDo you have employees other than the business owner?* Yes No, but I may hire in the futureHow many employees do you have?* 1 2-5 6-19 20+When do you expect to hire your first employee?* Within 60 days Three to Six Months More than Six Months off Which forms of payment do you accept at Point of Sale?* Cash Cash plus Credit and Debit Cards Cash, Credit Cards, and Mobile payment solutions like Apple PayWhich forms of payment do you accept online?* Credit and Debit Cards ACH from Bank Account All of the above Not doing Business OnlineDo you ever store Customer Payment information for future use?* Stored on paper files Stored on our servers Stored by third party payment processors Not stored Do you use independent contractors?* Yes Occasionally No Do you have cash flow projections?* Yes Partially complete NoCommentsThis field is for validation purposes and should be left unchanged.