Business Advisory Discovery – Let’s Determine If We’re a Strategic Fit

Business Advisory Discovery – Let’s Determine If We’re a Strategic Fit

This quick form (2–3 minutes) helps us determine if we’re a good fit. You’ll have the option to provide more detailed information afterward to help us prepare for a productive first meeting.
We specialize in working with growth-oriented business owners who value proactive tax strategy, financial clarity, and long-term planning.

This brief form helps us determine whether we’re a strong mutual fit. If it looks like alignment, you’ll have the option to share additional detail so we can prepare thoughtfully for your first conversation.
Name*

First NameLast Name
What is your email address*
example@example.com
What is your phone number*
Please enter a valid phone number.
Do you own a business?*

YesNo
Business name
What is the current revenue from your business activity?*
What is the ideal revenue from your business activity?*
Are you currently working with a CPA or tax advisor?*

YesNo
What motivated you to reach out to our firm for help?*
How did you hear about our firm?*

Optional Detailed Information

The questions below are optional but recommended for business owners who want a more strategic and focused first conversation.The more context we have, the more value we can provide in our initial meeting.
About You
What is your age?
Are you married?

YesNo
What is your spouse's name?*

First NameLast Name
What is your spouse's age?
Do you have children?

YesNo
What are their ages?

About Your Business
Business address

Street Address

Street Address Line 2

CityState

Zip Code
How long have you been in business?
What type of entity is your business?
Who are the owners of your business(es) and what percentage do each of them own?
Describe what your company does
Do you expect your expect income to change in next 12 months?

YesNo
If yes, please explain

For individual tax planning and advisory services please use our Individual Tax Planning Assessment form.

Current CPA/Accountant Relationship
What is your current accountant doing for you and your business?
Where do you feel your current accounting relationship is reactive rather than strategic?
On a scale of 1 -10 (10 = most knowledgeable, 1 = not very), how knowledgeable are you about how your taxes are structured or how taxes work?
Which statement best reflects your mindset?

I primarily need tax compliance supportI want proactive planning and periodic strategic guidanceI want an advisory relationship that helps me think through major financial decisionsI’m building toward a significant growth or exit event
Please rate the LEVEL OF STRESS OR ANXIETY you feel around planning for, managing,and filing your taxes. (0 = None at all / 5 = It stresses me out during tax season / 10 = It keeps me up at night!)
For which tax year have you most recently completed your filing?

Accounting Infrastructure
Who is doing your bookkeeping now?
What accounting system are you using?
What services are you interested in (check all that apply)?

Proactive tax strategy (not just filing)Improving profitability and cash flowClarifying entity structure or compensation strategyAccounting and bookkeepingPayrollEstate Planning BasicsTax planning for real estate investmentsPreparing for growth, transition, or exitI’m not sure — but I know what I have isn’t working
What are the top issues with which you need help?
What are you looking for in a relationship with an accounting or CPA firm?

Goals & Exit

We believe financial decisions should align with both business performance and long-term personal objectives.
What are your financial goals for the next 12 months?
What are your financial goals for the next 2-3 years?
What are your long-term financial goals?
100% business owners will exit their business. Can you briefly describe what your exit plan is for the business and what is your time frame?

We limit the number of new advisory relationships we begin each quarter to ensure depth of service and responsiveness.

If we appear to be a strong fit based on your responses, the next step is a focused discovery call.

Please use the calendar on the next page to request a time.
Should be Empty:

Optional Detailed Information