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1
What services do you require?
Business
Individual
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2
Business Name
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3
Industry/Niche
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4
Years in Business
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5
Business Size (Revenue Range and/or Number of Employees)
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6
How do you currently manage your accounting?
Please Select
In-house bookkeeper
Outsourced accountant
Software (QuickBooks, Xero, etc.)
Other
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Please Select
In-house bookkeeper
Outsourced accountant
Software (QuickBooks, Xero, etc.)
Other
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7
Please provide details about how your manage your accounting
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8
Do you currently work with a CPA or advisor?
YES
NO
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9
What does your CPA or advisor provide?
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10
What are your top 3 business goals for the next 12 months?
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11
What are your biggest financial or operational challenges right now?
Please Select
Cash flow
Tax planning
Growth planning
Profitability
Exit planning
Other
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Please Select
Cash flow
Tax planning
Growth planning
Profitability
Exit planning
Other
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12
Please explain your biggest financial or operational challenges
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13
If you could get expert advice in one of these areas, which would you choose first?
Please Select
Tax efficiency
Business growth strategy
Profit margin improvement
Budgeting & forecasting
Succession/exit planning
Please Select
Please Select
Tax efficiency
Business growth strategy
Profit margin improvement
Budgeting & forecasting
Succession/exit planning
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14
How urgently are you looking for help?
Please Select
Immediately
Within 3 months
Within 6-12 months
Just exploring
Please Select
Please Select
Immediately
Within 3 months
Within 6-12 months
Just exploring
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15
What is your current monthly/annual budget for financial guidance or advisory services?
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16
Who is the decision-maker for hiring a CPA or advisor?
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17
What personal financial services do you need assistance with?
Wealth Management and/or Retirement Planning
Tax Planning and Preparation
IRS Representation
Other
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18
Please tell us how we can assist you
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19
To help us understand your financial needs better, please select your household income range
0 - 100,000 per year
100,000 - 300,000 per year
More than 300,000
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20
Full Name
First Name
Last Name
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21
Email
example@example.com
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22
Phone Number
Please enter a valid phone number.
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23
What is the best time to contact you?
Morning: 9 am - 12 pm
Lunch: 12 pm - 1 pm
Afternoon: 1 pm - 4 pm
Evening: 4 pm - 6 pm
Late Evening: 6 pm - 7 pm
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24
Please verify that you are human
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This field is required.
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