I'm so excited to get to know you better.
This intake form will help me understand your current setup, goals, and challenges so we can make the most of our time together. Once you've submitted, you'll be directed to schedule your first free initial session with me.
Name
First Name
Last Name
Email
example@example.com
What does your business do?
What financial systems or software do you currently use?
Quickbooks
Excel
Freshbooks
Nothing yet, help!
Other
Who handle's your bookkeeping right now?
Me
Team Member
Professional
No one yet, help!
Which aspects of financial management do you need the most help with? (e.g., bookkeeping, tax strategy, financial planning, overcoming money blocks)
Bookkeeping
Tax Strategy
Financial Planning
Overcoming money blocks & business burnout
Becoming profitable
Growing / Expanding
Other
How many separate bank accounts or credit cards do use for your business?
What’s your #1 goal for your business finances?(e.g., "I want to understand where my money is going," "I need to increase profitability," etc.)
What does ‘financial success’ look like for you in 6 months? 1 year?
How stressed do you feel about your bookkeeping, finances and accounting?
Not Stressed
1
2
3
4
Super Stressed
5
1 is Not Stressed, 5 is Super Stressed
Have you noticed any recurring patterns or blocks when it comes to money?
I avoid looking at my finances
I feel overwhelmed and stuck
I feel guilty about spending money
I'm not sure how to become profitable
If your finances felt completely under control, what would that free you up to focus on?
Have you ever explored somatic practices (e.g., breathwork, meditation, body-based techniques) to manage stress?
Please Select
Yes
No
Not Sure
Are you open to addressing emotional or physical blocks through somatic coaching, that may be impacting your financial decisions?
Please Select
Yes, I'm interested in Somatic Coaching
No, I'm only interested in bookkeeping etc.
Not sure, I'd love to learn more
Do you struggle maintaining energy - bursting with ideas & crushing it one day and feeling burnt out the next?
Not me at all
1
2
3
4
Totally me
5
1 is Not me at all, 5 is Totally me
Ideally, how often would like to meet?
Please Select
Weekly
Bi-weekly
Monthly
What's the best way for us to communicate? Select any that work for you.
In-Person
Phone
Video Call
Do you have any specific questions or concerns you’d like to discuss during your free consultation?
Submit
Should be Empty: