Fractional CFO Application

Fractional CFO Application

Please fully complete the form. The more data we have the more valuable we can make your strategy call. Type UNKNOWN for info you don't know.
Name*

First NameLast Name
Email *
example@example.com
Business Name*
Briefly describe your business.*
What’s the biggest obstacle to growing your profit?*
What Is Your #1 Financial Goal That You Want To Achieve In Next 6 Months? (be extremely specific)*
What was your revenue last year? Gross and year-to-date?*
What was your owner's compensation last year and year-to-date? (How much did you pay yourself?)*
What would your total operating expenses last year and year-to-date?*
How much do you personally want to earn in the next 12 months?*
Did you receive a PPL or EIDL loan?*

YesNo
Do you have any debt?*

YesNo
What do you consider a desirable ROI?*
Do you have an accountant/CPA?*

YesNo
Do you have a bookkeeper?*

YesNo
How willing & able are you to invest in the growth of your business right now?*
Please explain why you would like to work 1:1 with a Fractional CFO.*
If you are accepted to work 1:1 with us, how soon can you get started?*
Should be Empty: