Tell us a bit more about yourself...
Your Name
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First Name
Last Name
Company Name (If applicable)
Email
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example@example.com
Phone Number
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Which of these are most accurate about your current circumstances (Check all that apply)?:
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I'm starting (or have recently started) a new business.
I'm considering acquiring an existing business.
I own or am a part of an existing business.
None of the above and I will explain below.
What brought you here? Do any of these statements resonate?:
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I'd like some advice on starting up a new business.
I need help scaling to the next level in my business.
My business is growing fast and I need to build my team of professionals.
I'm looking for an accounting firm that understands the unique makeup of organizations and their teams to foster meaningful working relationships.
My books are a mess (or don't exist) and we need help getting organized.
We have existing resources but we think we can be doing certain things better.
We're an established business evaluating a possible change to some of our existing professional relationships.
I've worked with other CPAs or tax preparers in the past but they're impossible to reach when I have questions.
I'm looking for an accounting firm that takes a solutions oriented approach for the best possible client outcome.
I've been operating my business for a long time and need to consider my potential succession plan options.
I just need some basic advice periodically, my situation is pretty simple.
I'm looking for a trusted advisor (or team) to help me make wiser decisions about my business.
I'd like to grow my leadership capabilities.
I have employees (or am about to hire my first employee) and need some HR, payroll, and/or benefits help.
I'm looking for proactive tax advisory services.
Our team needs help getting on the same page.
I currently run multiple businesses.
I'm a solo entrepreneur and I plan to keep it that way.
I'm looking for an accounting firm that purposefully collaborates to enable impactful results.
Something else? Explain below.
We operate under a "Membership" style model to provide the highest and best service to our clients. Are you interested in this type of engagement with an accounting firm?
Yes.
I'm unsure but open to learning more.
No.
Share anything else about yourself and/or business that might help us know you better and determine whether we'd be a good fit for your needs:
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