Financial Essentials Program Application
The Financial Essentials program is only offered to businesses that are in operation. Start up businesses are not eligible. The business must have at least 6 months of transactional history in order to participate.
Your Name
*
First Name
Last Name
Business Name
*
Type of Business
*
LLC
S Corp
C Corp
Sole Proprietor
Partnership
Email
*
example@example.com
Phone Number
*
-
Area Code
Phone Number
Business Mailing Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Website
Website address
Number of Employees
*
Number of employees paid via payroll
Number of Contractors
*
Number of contractors/1099 employees
Do you own at least 51% of the business?
*
Yes
No
If no, please explain your ownership structure.
Referral Partner
*
Please Select
RTW Xxact Enterprises
Cleveland Neighborhood Progress
Neighborhood CDC
City of Cleveland
None/other
Please let us know if one of our partners connected you to the program.
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Business Profile
Please complete the following information to the best of your ability.
What month and year did you start the business?
*
Do you have a separate bank account for your business?
*
Yes
No
Is your business registered with the State of Ohio?
*
Yes
No
Do you have a separate EIN for your business?
*
Yes
No
Please select your annual revenue for the most recent prior year or the last 12 months.
*
$0 - $5,000
$5,001 - $15,000
$15,001 - $30,000
$30,001 - $50,000
$50,001 - $75,000
$75,001 - $100,000
$100,001 - $150,000
$150,001+
Can you commit to the $100 deposit as well as the full program?
*
Yes
No
How do you currently keep track of your business finances?
*
For example: QuickBooks, Excel file, Wave Accounting, ZipBooks, etc.
When did you last update the above record keeping?
*
Within the last 2 weeks
Within the last month
Within the last 3 months
Within the last 6 months
How do you currently accept payments? (check all that apply)
*
Cash
Check
Stripe
Clover
Square Reader
PayPal Merchant Services
QuickBooks Payments
What do you most hope to gain while participating in the Financial Essentials program?
*
Submit
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