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Entreprenuer Monthly Checklist

Use this form to assist you with a standard practice of reviewing your financials and gain a better understanding of what they are telling you and how to course correct a few surprises that you may see for the prior period. 

Monthly Checklist

IRS Tax Forms

You can find common IRS tax forms you may need throughout the year to help you stay in compliance with tax agencies. 

Form W9 (Subcontractor)

Form W4 (Payroll)

Form I9 (Payroll)

Financial Statements

If applying for a business loan or mortgage, the lenders will need to know the credit worthiness of both the business and the owners. You will be required to provide a personal financial statement of each owner when applying. 

The SBA has provided a fillable personal financial statement for standard business loan applications. 

SBA Personal Financial Statement

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