Cavin CPA - New Client Discovery

1
What's your first name?* This field is required.
First Name
Last Name
2
What's your email address?* This field is required.
your@email.com
3
What type of help are you looking for?* This field is required.
Tax preparation and planning only
CFO services & financial strategy (cash flow planning, financial reports, strategic guidance
Bookkeeping services (monthly reconciliation, transaction recording)
CFO services + bookkeeping + tax (comprehensive package)
4
Business Ownership* This field is required.Do you own a business or have business income?
Yes, I own a business
No, I'm an employee/W-2 only
I have some 1099/contractor income
5
Business NameWhat's your business name?
6
Annual Revenue* This field is required.What was your business's annual revenue last year?
Under $500K
$500K - $999K
$1M - $5M
Over $5M
7
Business Situation* This field is required.What best describes your current business situation?
Rapidly growing and need help managing the growth
Steady growth and want to optimize operations
Maintaining current size, just need compliance work
Planning to sell or retire within 2-3 years
8
Virtual Relationship* This field is required.Are you comfortable working with our team virtually? We're based in Chesterfield, MO but serve clients nationwide through secure technology
Yes, virtual works great
Prefer some in-person meetings
Must be in-person only
I'm not sure what a virtual relationship means
9
QuickBooks Online* This field is required.Are you currently using QuickBooks Online?
Yes
No, but willing to switch
No, and want to keep current system
I'm not sure what QuickBooks Online is
10
Financial Reports Frequency* This field is required.How often do you currently look at your financial reports?
Monthly
Quarterly
Annually or rarely
11
Most Valuable Services* This field is required.Which of these would be most valuable to your business? (Select all that apply)
Monthly financial reports you can actually understand
Cash flow forecasting and planning
Help with business growth decisions
Tax planning throughout the year
Someone to explain what your numbers mean
12
Tax Service Type* This field is required.What type of tax services do you need?
Business tax returns and planning
Individual/personal tax returns and planning
Both business and personal tax services
13
Tax Service Level* This field is required.Are you looking for?
Just tax return preparation
Tax return prep + year-round tax planning
Not sure, need guidance
14
Tax Service Investment Level* This field is required.Our comprehensive tax services include return preparation and strategic planning. Individual returns start at $1,300, business returns at $1,800. Ready to invest in professional tax services?
Yes, let's discuss this investment
Want to understand the value first
Too expensive, need basic service only
15
Advisory Investment Level* This field is required.This combination gives you the most value - monthly financial support plus strategic tax planning. Our packages start at $975/month plus tax return fees. Are you ready to invest in comprehensive financial support for your growing business?
Yes, let's discuss this investment
Want to understand the value first
Too much right now, prefer single service
Should be Empty: