Profit Audit Application Form

Profit Audit Application Form

Please complete all questions honestly to ensure the best experience and qualification for the paid financial assessment
Full Name

First NameLast Name
Business Name
Website
Email
example@example.com
Phone
Please enter a valid phone number.Format: (000) 000-0000.
Preferred Contact Method

EmailPhoneText/SMSOther
Business Description
Time in Business (years)
Legal Structure
Are your financials up to date?

YesNo
Revenue in the last 12 months (USD)
Current Monthly Revenue Range
Is your business consistently profitable?

YesNoSometimes
What are your biggest financial challenges? (Select all that apply)

Cash flow managementProfitabilityPricingBookkeepingBudgetingTax planningOther
What are your 12-month financial goals?
Do you use accounting software?

YesNo
Which accounting software do you use?
Describe your current process for tracking finances
Have you worked with an accountant, CPA, or CFO before?

YesNo
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?

YesNo
Which internal systems are holding your business back?
Are your taxes filed for the last 2 years?

YesNo
Do you owe back taxes?

YesNo
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% readyReady but need clarityNot ready
If we determine you are a fit, are you prepared to invest in ongoing services?

YesPossibly, depending on recommendationsNo
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

My Products

Profit Audit

Profit Audit- Financial Assessment

$397.00 Quantity

Total

$0.00

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