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Full Name
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First Name
Last Name
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2
Business Name
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3
Number of Business Entities
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Phone Number
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Area Code
Phone Number
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Email
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example@example.com
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Preferred Contact Method
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7
What is your business model? (How are you generating revenue?)
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8
On a scale of 1-10, how confident are you in your financials being accurate?
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9
On a scale of 1-10, how well do you understand your business’s finances?
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10
On a scale of 1-10, how confident are you that you are saving the most money in taxes possible?
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On a scale of 1-10, how confident are you that your returns are being filed accurately?
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12
How much do you typically pay in taxes?
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Less than $10,000
$10,000-$50,000
$50,000-$100,000
More than $100,000
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13
What is your goal outcome of working with BEC CFO?
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Pay less taxes
Have accurate and timely financials
Utilize your financials for decision making
All of the above
Something Else
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14
Is there anything else we should know about your business goals to make your initial discovery call more valuable?
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How did you hear about us?
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