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Let's get down to business

These business basics ensure you won't miss a beat when it comes to knowing about relevant grants, awards, networks and more

What is your legal business name?*

You can find this on your business formation documents.

Please select your business industry:

Where is your business located?*

Search for full address. If not found, enter City, State.

What is the biggest challenge you are facing right now?

How many salaried employees do you have?

All employees who receive a W2.

What is the date your business was founded?

MM slash DD slash YYYY

Does your business identify with any of the following?*

Asian-owned

Black-owned

Disability-owned

Hispanic or Latin/a/x-owned

LGBTQ+-owned

Military-Affiliated-owned

Native American-owned

None of the above

Pacific Islander-owned

Veteran-owned

Women-owned

Business type

Business employee count

All employees who receive a W2.

Gross Revenue for Previous Year

Let's get down to business

These business basics ensure you won't miss a beat when it comes to knowing about relevant grants, awards, networks and more

I have separate accounts for my business and personal funds:*

Yes, my business and personal accounts are separate.

Partially, I have dedicated business accounts but the funds tend to intermingle.

No, my business and personal funds share the same account.

I record, organize, and classify financial transactions (bookkeeping):*

Monthly

Quarterly

Annually

I haven’t done any official bookkeeping for my business yet.

I review profit and loss statements for my business:*

5 or more times per year

3–4 times per year

Once per year

I’m not familiar with profit and loss statements.

How I budget for my business:*

I create a detailed annual budget and strictly stick to it.

I create business budgets but don’t adhere to them.

I have a high-level budget that I refer to occasionally.

I don’t make or track budgets.

My business is insured:*

Yes, it’s protected against a variety of emergencies.

I have some insurance for my business, but could use more.

I remember signing up for insurance but unsure of the details.

No insurance for me!

I have a formal business plan:*

Yes, it’s working great.

I created a formal business plan at one point but do not refer to it.

I have a plan in my head (and that’s enough for me).

No plans, I like to go with the flow.

My business has enough access to credit to meet its financing needs:*

Yes, plenty of credit.

Some credit, but could use more.

My business is lacking in funding.

No access to credit whatsoever.

I regularly forecast the cash flow:*

Weekly

Monthly

A few times a year.

I don’t forecast cash flow.

I have a plan for unexpected expenses.*

Yes, I am prepared for anything.

I’m prepared for minor expenses (but nothing major).

I don’t have a plan, but I’m good at finding solutions.

No, unexpected expenses will put my business in jeopardy.

Let’s talk about financial performance.

Together, we can take a closer look at your business’ performance to date.

I feel prepared to cover operating expenses using cash-on-hand for:*

More than a year.

7–12 Months

4–6 Months

1–3 Months

Less than 1 month.

I don’t know this.

If you don’t know, that’s okay. Just select “I don’t know this.”

During 2023, my business’ total revenue was:

Provide an accurate estimate, even if your business has not generated any revenue. For newly established businesses, please enter $0. If you don’t know, that’s okay. Just select “0”

During 2024, my business’ total revenue was

Provide an accurate estimate, even if your business has not generated any revenue. For newly established businesses, please enter $0. If you don’t know, that’s okay. Just select “0”

My business’ net income margin for the last calendar year is:*

More than 20%

16–20%

11–15%

6–10%

0–5%

Less than zero.

I don’t know this.

Use this formula to calculate net income margin: (Total Sales - Total Expenses) ÷ Sales = NIM. If you don’t know this, that’s okay. Just select “I don’t know this.”

My current monthly operating profit is:

Use this formula to calculate monthly operating profit: (Total Sales + Revenue) - Expenses = MOP If you don’t know, that’s okay. Just select “0”

My current monthly debt payments are:

Credit cards, loan payments, etc. This value can be approximate, please round to the nearest dollar. If you don’t know, that’s okay. Just select “0”

Let’s talk about credit history.

Get resources tailored to support your growing business.

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Let's get down to business

Let's get down to business

Let’s talk about financial performance.

Let’s talk about credit history.

Business coach helping women in New York