Boulder Colorado's premiere small business accounting, tax consulting and financial consulting firm providing: tax preparation, financial consulting, accounting, book keeping, payroll services, tax services, financial planning, career services, access to legal services, wealth building, business organization services and a full spectrum of professional business services.

Contact Information

Name *
Address
City, State, ZIP
Please provide at least one phone number:
Telephone 1	Preferred
Telephone 2	Preferred
Fax Number
Email Address *
Website

If applicable, your LLC(s) and/or Corporation(s)

General Overview

Who referred you?
What did they tell you?
What are you looking for?
Do you own your own business?
If not the owner of a business, where do you work, and for how long?
If not an LLC or corporation, what is your business structure?
If you have one or more entity, are registrations with the SOS current?
What inspires you?
Do you have a vision for your life/business?
Is your vision being fulfilled? If not, what are the roadblocks?
Do you set personal goals? How often do you review?
What are some of your goals?
Do you set goals for your business? If yes, how often do you review them?
Do you have a business plan?
Is your business cyclical?
If your business is cyclical, in what way?
What is your business growth pattern?
Are you satisfied with the business growth pattern?
If not, do you know what's needed?
What prevents that?

Marketing

What is your company's unique selling proposition (USP)?
Briefly describe your marketing strategies. How are they working?
How do you tap into community and professional resources needed for your business?

Taxes and Finance

Your Income in 2007

Investment Portfolio

Record Keeping

		Notes
Do you have a profit and loss statement?
Do you use paper piles?
Use a computer system?
Use manual system?
Balance your check book?
Do you keep a personal budget?
Do you keep a business budget?

Attitudes

What's your attitude toward record keeping?
How often do you review financial statements and set or adjust goals accordingly?
When you have extra cash, what do you do with it?
Do you know what your bank balances are?
Any notable attitudes about business, money and wealth?
In general, do you feel abundant in your life?
How does your professional life contribute to your private life? What else is important to you?
Is your life balanced? Would your family agree?
How do you make time for these things?

Finishing Up

Additional comments?