CFO Advisory Pre-Engagement Questionnaire

CFO Advisory

Please complete this form to help us understand your business and CFO advisory needs.
Client & Business Information

Tell us about your company and primary contact.
Legal Business Name*
DBA (if applicable)
Primary Contact Name & Title*
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.
Business Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Website (if applicable)
Business Overview

Tell us more about your business structure and operations.
Business Entity Type*

Sole ProprietorLLCCorporationPartnershipNonprofitOther
Industry*
Years in Operation*
Number of Employees / Contractors*
Financial Infrastructure

Provide details about your financial systems and partners.
Current Accounting Software (e.g., QuickBooks Online, Xero, Other)*
Payroll Provider (if applicable)
Do you currently work with:*

BookkeeperCPA / Tax PreparerNeither
CFO Advisory Needs

Select the services you are interested in.
Which CFO advisory services are you seeking?*

Cash Flow Management & ForecastingBudgeting & Financial PlanningFinancial Statement AnalysisKPI Development & Performance ReportingProfitability & Cost AnalysisStrategic Growth PlanningInternal Controls & Process ImprovementBoard or Investor Financial ReportingTax Strategy Coordination (non-preparatory)Other (please specify)
Financial Goals & Challenges

Help us understand your current financial situation.
Briefly describe your current financial challenges and goals.
Reporting & Engagement Preferences

Let us know your preferences for working together.
Preferred Reporting Frequency*

MonthlyQuarterlyAs Needed
Preferred Meeting Format*

VirtualPhoneIn Person
Advisory Readiness

Tell us about your current financial records.
Do you have up-to-date financial statements?*

YesNo
Are your books reconciled through the most recent month?*

YesNo
Additional Information

Is there anything else you'd like us to know?
Please share any additional details relevant to your CFO advisory needs (growth plans, funding goals, upcoming audits, etc.)
Should be Empty:

CFO Advisory

Client & Business Information

Business Overview

Financial Infrastructure

CFO Advisory Needs

Financial Goals & Challenges

Reporting & Engagement Preferences

Advisory Readiness

Additional Information