First Name
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Last Name
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Email
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Phone
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Are you a business owner or professional?
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I am a business owner
I am self-employed
I am a W2 employee
Other
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What are you most interested in discussing? (Check all that apply)
Financial Clarity
Cash Flow Management
Tax Preparation
Tax Reduction
New Business Setup
Fractional CFO
I'm not sure yet but I'd like to explore ways to improve my finances
Something else (please specify)
What is your annual business revenue?
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Less than $250K
$250K–$500K
$500K–$1M
Over $1M
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