STEVENPALMIERI

Walk the loop

Your picture: your nine answers on one page

Done. That's the picture Steven will have in front of him.

  • Looks solid
  • Needs a look
  • Not sure yet
Your finances as the ownerYour finances as the companyPersonal credityour score and report, what a lender sees firstPersonal taxesfilings and anything open with the IRSPersonal financeswhat you own, what you owe, what you take homeYouguarantorcreditormanagerBookstrue books, kept current every monthBills and payrollbills, invoices and payroll posted inside your fileCompany taxesreturns, estimates, the entity, and the lettersThe monthly closenumbers checked, filings out on time, the month closedCash and the plancash, plan, tax planning and the funding file
Your finances as the ownerYour finances as the companyPersonal credityour score and report, what a lender sees firstPersonal taxesfilings and anything open with the IRSPersonal financeswhat you own, what you owe, what you take homeYouguarantorcreditormanagerBookstrue books, kept current every monthBills and payrollbills, invoices and payroll posted inside your fileCompany taxesreturns, estimates, the entity, and the lettersThe monthly closenumbers checked, filings out on time, the month closedCash and the plancash, plan, tax planning and the funding file

What to bring

  • Last year's return.

Steven sees your answers before the call. Nothing here is graded.

Next room