Financial Checklist for Business Owners

business window with two yellow post-it notes on the glass, one says Sorry We Are Closed and the other says COVID-19

If you own a business, you probably have a myriad of questions during this complicated season of life — one of the top questions being what kind of relief options are available. Below is a link to a worksheet that will hopefully help you take next steps. It lists relevant questions and provides a checklist of action steps you can take to move forward. Get answers and learn about resources regarding questions like the following:

  • Do you need help determining whether you qualify for the Paycheck Protection Program (“PPP”) under the CARES Act?
  • Do you qualify for relief under the EIDL Program, and are you in need of assistance to support your operations?
  • Do you have (or expect to have) SBA loans in place?
  • Do you pay payroll taxes or self-employment tax?


If you have additional questions or would like additional help with creating an action plan particular to your situation, talk to a Money Coach today.