Strategy Session Qualification

Tell Us A Little About Your Company...

See if you qualify for a FREE 30 minute Strategy Session!
Name*

First NameLast Name
Email*
example@example.com
Are you a current client?*

YesNo
Our strategy sessions are only for new clients, and are with our sales team.

If you need direct assistance, you can find contact information below for each team:
- Bookkeeping Team
- Tax Team
If you would like to speak to our leadership team, choose either option above that is more applicable to your situation.
How long have you been in business?*
What business model are you operating? (select all that apply)*

Online Arbitrage (OA)Retail Arbitrage (RA)WholesalePrivate Label (PL)DropshipService BusinessOther
What sales channels do you currently sell on? (select all that apply)*

Amazon USAAmazon Canada / Mexico (NARF / Remote Fulfillment)Other International Amazon Platforms not listed above.ShopifyWalmartEtsyeBayMercariGOAT / AliasStadium GoodsStockXWooCommerceBigCommerceStripeWHOPGumroadTikTok ShopPhysical Retail StoreService BusinessOther
Which range best describes the gross sales you have had over the last 12 months?*

Less than $200,000 in revenue$200k - $500k in revenue$500k - $1 million in revenue$1 million - $3 million in revenue$3 million - $5 million in revenue$5 million - $10 million in revenueMore than $10 million in revenue
What are you interested in discussing on the strategy session? (select all that apply)*

Bookkeeping ServicesTax ServicesNew Business InformationOverall Financial AdviceOther
Press Submit Below, and find out if you qualify for a FREE strategy session. If you qualify, you'll be able to schedule a time immediately.

By pressing submit below, you agree to receive information and promotional emails from Tall Oak Advisors. We do not rent, sell, or give out your email address to anyone. Unsubscribe at any time.
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Tell Us A Little About Your Company...