Full Name
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Phone
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Email
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What is the name of your business (if applicable)?
What is your annual business revenue (total sales)?
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Less than $250K
$250K–$500K
$500K–$1M
Over $1M
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What are you most interested in discussing? (Check all that apply)
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Profit First Setup & Implementation
Tax strategy
Monthly bookkeeping
Business tax return
CFO services / cash flow help
Something else (please specify)
Do you currently work with a bookkeeper or CPA?
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Yes, but I'm looking for better service/advice
No, I handle it myself
No, and I need help getting started
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What’s your biggest challenge right now when it comes to finances or taxes?
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What is your #1 goal for your business or finances over the next 12 months?
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How did you hear about us?
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Social Media (Instagram, Facebook, LinkedIn, etc.)
Referral from a friend or colleague
Webinar/Workshop
Other
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