A clearer view of your business

TB Collective
Business Checkup

Tell us where your business stands today. Your answers help us bring the right specialists to the table and make your upcoming conversation more valuable.

About 5 minutes
01

First, the essentials

Business information

02

Nine sides of your business

Business checkup

Choose the answer that best reflects where your business is today.

01
Payroll & HR TechnologyLevi · Auris

Are you satisfied with your payroll provider, HR technology, support and overall costs?

02
RetirementTaylor · Human Interest

Do you currently offer a 401(k) or retirement plan—and is it competitive, affordable and compliant?

03
Financial Planning & Life InsuranceAustin · New York Life

Do you have a financial strategy protecting the business, its owners and their families?

04
Commercial InsuranceAriana · Single Source Insurance

Have your commercial insurance policies been reviewed recently to confirm that your coverage still matches your risks?

05
Accounting & TaxAndrew · Cardinal Tax

Are your books current, financial reports accurate and tax strategy proactive?

06
Fractional HR / CHROTodd · PuzzleHR

Do you have the policies, compliance support and people strategy needed as your workforce grows?

07
Fractional CFOJustin · one10firm

Do you have reliable cash-flow forecasting, budgeting and financial guidance for major decisions?

08
Marketing & BrandingAvery · Brand Hyve

Is your brand consistently generating awareness, qualified leads and measurable growth?

09
PaymentsJustin & Matt · USA Payments

Are you confident that your payment-processing rates, technology and customer experience are competitive?

You’re ready

Let’s strengthen your business.

Send your answers directly to the Tampa Bay Collective. We’ll review your checkup and get in touch.