Financial Needs Assessment
Seeking your feedback for a program we are developing to offer a group buying option for organizations and businesses to obtain quality completion of yearly financial statements to help with access to funds. This program would provide monthly support to ensure that your organization or business is prepared and ready to submit documentation for either audited or financial statements. Please complete this short survey, which will assist us in developing this program.
* Required
Email address
*
Your email
What is your name?
*
Your answer
What is your number?
*
Your answer
Name of Company or Organization
*
Your answer
1. What type of business do you have?
*
Sole Proprietorship/Partnership
Corporation
Not for Profit
Charity
Required
2. How long has your business been operating?
*
0-1 years
2-4 years
5-9 years
10+ years
Required
How much was your total revenue 2019?
*
$ 0 - $10,000
$10,001 - $50,000
$50,001 - $100,000
$100,001 - $500,000
$500,001 - $1,000,000
$1,000,001 +
Prefer not to say
What is your expected revenue for this year 2020?
*
$ 0 - $10,000
$10,001 - $50,000
$50,001 - $100,000
$100,001 - $500,000
$500,001 - $1,000,000
$1,000,001 +
Prefer not to say
Are you currently in need of additional funding?
*
Yes
No
Not Sure
What is the last year your business/organization completed financial statements?
2015 or prior
2016
2017
2018
2019
Not applicable
Are there any barriers to you completing your financial statements?
Money
Time
Lack of Service Provider
Lack of Understanding
Other:
What is the last year your business/organization has completed its income tax?
2015
2016
2017
2018
2019
Not applicable
Are there any barriers to you completing your income tax?
Money
Time
Lack of Understanding
Lack of Service Provider
Other:
Financial Supports
This section covers what financial supports we can offer
What type of funding are you intersted in? Check all that apply
Loan above $25,000
MicroLoan Below $25,000
Equity Investment
Grants
Would you be interested in participating in a joint buying program which will help you complete financial statements & tax filings at a reduced cost?
Yes
No
Depends on Price
How much would you be willing to pay on a monthly basis to obtain your yearly financial statements, yearly tax filing and ongoing support?
*
$75-$200
$200-$400
$500+
Required
Is there anything else you would like to like to share that would help us to develop this program.?
Your answer
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