Complimentary Cost Reduction Analysis

Full Name:

Title:

Email:

Business Phone:

Name of Business or Organization:

Address:

Website:

How did you hear about CG Moneta Consulting?

Do you own commercial property?

Yes

No

In the process of purchasing

Do you own multiple commercial properties?

Yes

No

What is the address of the commercial property?

Date the commercial property was acquired.

If you own commercial property, how much did you pay for each property?

If you own commercial property, how much have you spent on renovations (over the past 20 years)?

What is the square footage of your commercial property?

What are your annual property taxes (for commercial property):

Are you a commercial property leaseholder:

Yes

No

In the process of leasing

If you're a leaseholder, how much have you spent on renovating your location?

Have you claimed the Employee Retention Tax Credit?

Yes

No

Not Sure

Did your company have revenue prior to 2017:

Yes

No

What is your annual payroll amount:

On average, how many full-time employees do you hire each year?

Number of current full-time employees:

Are your employees W-2 or 1099 (or, both):

Total number of employees enrolled in medical coverage:

What is the monthly total health insurance premium expense for your company?

Employer Share for Medical / Healthcare (percentage or dollars):

Do you accept credit cards?

Yes

No

No, but I would like to

Who is your Credit Card Merchant Service Provider:

Annual credit card sales volume (in dollars):

Are credit cards mostly:

Swiped

Not Swiped

Credit card transactions are primarily:

in-person

via phone

online

What is your monthly waste & recycling expense:

What is your annual Workers Compensation Insurance Premium amount:

What is your monthly parcel shipping cost:

Do you have a corporate wireless plan?

Yes

No

If you have a corporate wireless plan, who is your provider?

What is the monthly expense for your corporate wireless plan?

Number of devices on your corporate wireless plan:

Does your company (check all that apply)

Develop, design or fabricate products

Develop new or improved processes

Perform prototyping or modeling

Develop new software applications

Perform testing or qualify assurance

Automates internal processes

Perform any engineering functions

Develop biotechnology processes

What is your monthly telecom, cloud & IT expense (phone, internet, cloud, MSP, cybersecurity, etc.):

Do you have a Managed Service Provider (MSP), Chief Technology Officer (CTO) or a Chief Information Officer (CIO)?

Yes

No

Who is your current internet provider?

What is your current internet speed / bandwidth:

Have you ever experienced lag or your internet service going down?

Yes

No

Who is your current phone service provider:

Do you have basic phone service or VoIP:

Have you ever had a problem with your current phone service:

Yes

No

What additional telecom, cloud & IT services do you use:

Do any of your employees work remotely (part-time or full-time):

Yes

No

Do you use Unified Communications as a Service (UCaaS)… like Zoom, Ring Central, etc.:

Yes

No

No, but I am interested in the service

Have you migrated to the cloud?

Yes

No

No, but I am interested in migrating to the cloud

Do you have cybersecurity concerns?

Yes

No

What changes have you made to your communications within the last 3 years?

What current technology challenges are you facing?

What are your near-term technology goals?

Do you plan on purchasing commercial property, engaging in an additional lease, relocating your current place of business or have any relocation plans in general?

Yes

No

Are there any additional details that our experts should be aware of?

Notes:

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