Aligned Business Advisory

Business Foundations Intake
Before we schedule a review, we just need a quick snapshot of your situation so we can understand what’s going on in your business and determine the right next step.

This short intake takes about 2 minutes to complete.

Once submitted, we’ll review your responses and send you the appropriate intake and next steps based on where your business currently stands.

Just answer what you know — nothing needs to be perfect.
What is your name?*

First NameLast Name
What’s the best email to send your call details to?*
example@example.com
What’s the best number to reach you if anything comes up?*
Please enter a valid phone number.Format: (000) 000-0000.
Owner / FounderPartnerCEO / PresidentCOOOther
What is your Business Name:*
Family LawPersonal InjuryGeneral ContractorProfessional ServicesOther
Where does your annual revenue roughly fall?
How long have you been in business?
How many people are currently on your team?
Quickbooks OnlineQuickbooks DesktopXeroWaveFreshBooksNoneOther
CPAExternal BookkeeperInternal employeeI handle it myselfNo one handles itNot sure
How up to date would you say your bookkeeping is right now?
What’s the main financial issue you’re hoping to get clarity on right now?
What’s the situation you're trying to solve right now?
How long has this been going on?
What have you already tried that didn’t help?
If you had clarity on this, what would it change for you?
After submitting this form, you’ll be taken to the scheduling page to book your discovery call.

During that call we’ll review your situation and determine the best starting point for your review.
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Business Foundations Intake