NC Accounting & Consulting Services

1
Business Name* This field is required.
2
Industry* This field is required.
Please Select
Please Select
Healthcare
Technology
Finance & Accounting
Manufacturing
Retail & E-commerce
Real Estate & Construction
Hospitality & Tourism
Education & Training
Nonprofit & Social Services
Legal & Professional Services
Government & Public Sector
Marketing & Advertising
Transportation & Logistics
Energy & Utilities
Agriculture & Food Industry
3
Business Structure* This field is required.
Please Select
Please Select
Sole Proprietor
LLC
Corporation
Partnership
Nonprofit
Cooperative
Joint Venture
4
Year Founded* This field is required.
5
Number of Employees* This field is required.
Please Select
Please Select
1-10
11-50
51-100
100+
6
Annual Revenue* This field is required.
Please Select
Please Select
Under $500K
$500K – $1M
$1M – $5M
$5M+
7
Website
8
Name* This field is required.
First Name
Last Name
9
Email* This field is required.
example@example.com
10
Phone Number* This field is required.
Area Code
Phone Number
11
Your Designation?* This field is required.
Owner
Co-Founder
CFO
Operations Manager
Bookkeeper
Accountant
Other
12
Do you currently have an in-house finance team?* This field is required.
YESNO
13
If yes, what roles are included?* This field is required.
14
What accounting software do you use?* This field is required.Click all that applies.
FreshBooks
QuickBooks
Xero
Wave
Zoho
Sage 50
Oracle NetSuite
FundEZ
Excel/Manual
Other
15
Do you have financial reports prepared regularly?* This field is required.
YESNO
16
What are your biggest financial challenges?* This field is required.Click all that apply.
Cash Flow Management
Profitability & Cost Control
Financial Reporting & Compliance
Investor/Lender Relations
Tax Planning & Strategy
Preparing for Growth or Scaling
Other
17
Are you currently facing any financial/legal compliance issues?
18
What are your top business goals for the next 12 months?* This field is required.
Increase revenue
Reduce expenses
Improve financial reporting
Secure funding or loans
Expand operations or hire employees
Other
19
What services are you looking for?* This field is required.
Please Select
Please Select
One-on-One Business Consultation
Forensic Accounting & Fraud Prevention Consultation
Government Contract & Cost-Plus Rate Consulting
Nonprofit Accounting & Restructuring Consultation
Fractional CFO Services (Long-term)
Training & Speaking Engagement Inquiry
I'm looking for something else
20
Are you currently looking for long-term CFO support (12+ months)?* This field is required.CFO Service
YESNO
21
What is your estimated budget for CFO services?* This field is required.CFO Service
Please Select
Please Select
Under $10K/month
$12K – $20K/month
$20K – $35K/month
$35K+/month
Not sure yet, need guidance
22
Select or specify the topic(s) you would like covered in the session.* This field is required.*Speaking Engagement
Financial Literacy and Money Management
Fraud Prevention and Internal Controls
Business Financial Planning and Strategy
Nonprofit Financial Sustainability
Government Contracting and Compliance
Other
23
Expected Number of Attendees* This field is required.Speaking Engagement
Please Select
Please Select
Under 50
50-100
100-500
500+
*Estimate value. Can be finalized later.
24
Audience Type* This field is required.Speaking Engagement
Please Select
Corporate Executives
Business Owners
Finance/Accounting Teams
Nonprofit Leaders
Government Contractors
Startup Founders
Cross-Industry Professionals & Mixed Audiences
Click all that apply.
25
Consent* This field is required.
26
Initial Business Consultation (Paid)* This field is required.One-time consultation - $150
27
Fractional CFO Discovery Call* This field is required.Free
28
Speaking Engagement Inquiry Call* This field is required.
Should be Empty: