Profit Audit Application Form
Please complete all questions honestly to ensure the best experience and qualification for the paid financial assessment
Full Name
First Name
Last Name
Business Name
Website
Email
example@example.com
Phone
Please enter a valid phone number.
Preferred Contact Method
Email
Phone
Text/SMS
Other
Business Description
Time in Business (years)
Legal Structure
Please Select
Sole Proprietorship
LLC
Corporation (C or S)
Partnership
Nonprofit
Other
Are your financials up to date?
Yes
No
Revenue in the last 12 months (USD)
Current Monthly Revenue Range
Please Select
Less than $5,000
$5,000–$20,000
$20,000–$50,000
$50,000–$100,000
Over $100,000
Is your business consistently profitable?
Yes
No
Sometimes
What are your biggest financial challenges? (Select all that apply)
Cash flow management
Profitability
Pricing
Bookkeeping
Budgeting
Tax planning
Other
What are your 12-month financial goals?
Do you use accounting software?
Yes
No
Which accounting software do you use?
Describe your current process for tracking finances
Have you worked with an accountant, CPA, or CFO before?
Yes
No
What worked well with your previous accounting professional?
What didn’t work with your previous accounting professional?
Do you currently have a budget or financial plan?
Yes
No
Which internal systems are holding your business back?
Are your taxes filed for the last 2 years?
Yes
No
Do you owe back taxes?
Yes
No
Estimated amount of back taxes owed (USD)
Are you currently using any tax strategies?
What do you want to walk away with from this Profit Audit Call?
Why is NOW the right time for you?
How ready are you to invest in your business’s financial growth?
100% ready
Ready but need clarity
Not ready
If we determine you are a fit, are you prepared to invest in ongoing services?
Yes
Possibly, depending on recommendations
No
What is the biggest thing stopping you from being more profitable?
Why would you be an ideal client?
What is your strongest motivation to fix your financial situation right now?
Acknowledgment: “This is a PAID Profit Audit Call. Failure to attend forfeits my fee.”
Yes, I agree
Acknowledgment: “This is NOT a free consultation. The Profit Audit Call is a paid, value-driven session for CEOs ready to take action.”
Yes, I agree
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Profit Audit
Profit Audit- Financial Assessment
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