Checklist • Loan Mantra

Does your business currently have debt or loans that are more than three years old?

Yes

No

Is your credit score:

Less than 620

620-670

671-720

720+

Do you track the monthly expenses for your business?

Yes

No

Have you confirmed the accuracy of your business financials in the past 2 years?

Yes

No

How often does your business interact with its most valuable clients?

Daily

Weekly

Monthly

Never

How often does your business stay on top of industry trends?

Daily

Weekly

Monthly

Never

Does your business invoice and collect payments owed by its customers or clients in a timely, consistent manner?

Yes

No

Does your business organize and store its financial documents? (i.e. income statement, tax returns, credit reports)

Yes

No

Does your business have a succession plan for its executive leadership team?

Yes

No

Does your business have at least six months of emergency funds?

Yes

No

Financial Checkup Checklist

Does your business currently have debt or loans that are more than three years old?

Is your credit score:

Do you track the monthly expenses for your business?

Have you confirmed the accuracy of your business financials in the past 2 years?

How often does your business interact with its most valuable clients?

How often does your business stay on top of industry trends?

Does your business invoice and collect payments owed by its customers or clients in a timely, consistent manner?

Does your business organize and store its financial documents? (i.e. income statement, tax returns, credit reports)

Does your business have a succession plan for its executive leadership team?

Does your business have at least six months of emergency funds?

Sign up for the latest news and financial tips

Congratulations!

Financial Checkup Checklist

Does your business currently have debt or loans that are more than three years old?

Is your credit score:

Do you track the monthly expenses for your business?

Have you confirmed the accuracy of your business financials in the past 2 years?

How often does your business interact with its most valuable clients?

How often does your business stay on top of industry trends?

Does your business invoice and collect payments owed by its customers or clients in a timely, consistent manner?

Does your business organize and store its financial documents? (i.e. income statement, tax returns, credit reports)

Does your business have a succession plan for its executive leadership team?

Does your business have at least six months of emergency funds?

Your financial score is ready!

Sign up for the latest news and financial tips

Congratulations!

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