Service Inquiry Questionnaire
Welcome to Bradley Financial Services LLC! Thank you for inquiring of our services. Before we begin, we'd like to know more about you (and your business) to tailor your initial consultation. The more we understand your business, the more insight we can provide, helping you grow where it matters. We'll be giving you a TON of value along the way.
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
-
Area Code
Phone Number
Which of these below best describe you?
*
Employee
Employee + Side Job/Hustle(s)
Entrepreneur
Serial Entrepreneur
Which of these below best describe you?
*
Income less than $100K
Income between $100K - $250K
Income between $250K - $500K
Income >$500K
Which of the following services are you interested in?
*
Tax Services
Accounting Services
Business Financing Services
General Business Consulting Services
How did you hear about us?
*
Instagram
Facebook
Referral
Other
Is this your first time working with an Accountant?
*
Yes
No
If not, why are you no longer working with your previous Accountant?
What are the most important things you’d like your money to help you accomplish?
*
Tell us about yourself, why you want to work with us, and what you are trying to accomplish.
*
Last question, are there any immediate needs and relevant deadlines we should be aware of?
*
Download our FREE whitepaper!
In the top right corner of the PDF window, please click the three horizontal dots to download our whitepaper.
Back
Next
Entrepreneur & Side Job/Hustler Section
Please fill out the following questions below regarding your business.
What is the name of your business?
Please describe your business
Do you have any other businesses or side gigs?
Yes
No
If so, please describe each business/side gig.
What are your current plans for each business/side gig.
Click here to schedule your consultation!
Should be Empty: