New Client Questionnaire
Guided Growth Financials
Name
First Name
Last Name
Email
example@example.com
Title
Company Name
Industry
Which of our services are you interested in?
Month End Close Support
Fractional CFO
Financial Modeling
Debt Financing Assistance
Audit Preparedness
Management Reporting and Dashboards
Cash Flow Forecasting
Financial Operations Support
Other
How frequently do you want financial reporting?
Please Select
Weekly
Monthly
Quarterly
Semi-Annually
Annually
What is your current monthly budget for these services?
Please Select
$1,000 - $2,000
$2,000 - $4,000
$4,000 - $6,500
$6,500 - $10,000
$10,000+
What is your current accounting software?
Please Select
Quickbooks Online
Xero
Sage Intaact
Netsuite
Other
Are you willing to share read-only access to Bank and Credit Card Accounts?
Please Select
Yes
No
Please add your Company's Year-to-Date Profit and Loss and Balance Sheet and last year's Profit and Loss and Balance Sheet.
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In a brief paragraph, please explain your main goals for these services and most pressing financial challenges today.
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