BECOMING A FINANCIALSTORIES CLIENT
Name
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First Name
Last Name
Business name
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Email
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example@example.com
Phone Number
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Please enter a valid phone number.
Website/URL
What is your current annual revenue?
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Describe where your business is headed in the next 12 months:
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What are the top 2 current challenges in your business related to your accounting procedures, cash flow or profitability?
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What steps have you taken to solve them? What has been your experience?
What scares you the most if you are not able to solve these problems?
How often are you concerned you are paying too much in taxes or feel a lack of visibility around finances? 1-10 rating?
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What are your business goals for the next 3yr, 5yr?
Describe your business approach or culture in 1 or 2 words.
If we work together, what does “success” look like for your organization in the next 12 months?
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Promotional and Business Updates
Client Communications and Appointment Reminders
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