Tell us about your operating costs, so we can identify areas for savings and efficiency
(If your business is a startup, use this section to tell us when your initial costs began. If you’re an existing business, you can skip this field)
Choose the month when you want to start tracking these expenses.
Example: If you want to begin in July, select 7 from the dropdown.
Enter the total legal fees you incurred to set up your business.
Provide any other one-time expenses you incurred during the first year.
What general operational expenses do you expect annually from year two onward?
How much do you spend on professional services (e.g., legal, accounting) and insurance every month?
Enter your monthly rent for business location.
How many locations do you currently operate?
Include utility bills, repairs, and regular maintenance.
Enter the amount you spend on maintaining equipment.
How much do you spend on administrative services like phone and internet?
Include costs for security systems, control systems, and similar services.
List any other expenses not mentioned above
Enter the total amount of property taxes you pay each quarter.
If applicable, provide the percentage of gross receipts allocated to community service programs.
How much do you spend on marketing and advertising monthly?
Include any other sales and marketing-related costs.
If applicable, enter the percentage of revenue spent on subscriptions and professional services.
If applicable, enter the percentage of revenue spent on miscellaneous services.
Choose the month you want to start tracking land development costs.
Enter any costs for land acquisition and development.
Include costs for renovations or building out office spaces, kitchens, bathrooms, etc.
Include costs for cameras, metal detectors, or other security equipment.
Enter costs for POS systems, furniture, storage, and display equipment.
Enter the cost for accounting, payroll, or CRM software.
Include any other capital expenses not listed above.
Enter the percentage of the loan that you repay each month.
• If you are currently making payments, enter 1 to indicate that payments have already started.
• If payments will start in the future, enter the number of months from today until the first payment (e.g., 3 for payments starting in 3 months).
Enter the total number of months it will take to repay the debt.
Enter the same email you used earlier.
