Complimentary Financial Health Assessment
Business Information
Business Name
Primary Contact Name
Title/Role
Email
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Industry
Years in Business
Please Select
Less than 1 year
1-3 years
3-7 years
7+ years
Estimated Annual Revenue
Please Select
Under $250K
$250K-$1M
$1M-$5M
$5M+
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Current Financial Setup
1. What accounting software do you currently use?
Please Select
QBO
QB Desktop
Xero
Other
If Other, please specify
2. Do you use any additional software connected to or alongside your accounting system? (Payroll, property management, payment processors, inventory, CRM, etc.)
3. How many users currently have access to your accounting software?
Please Select
Just me
2-3
4-10
10+
4. Who currently manages your bookkeeping and accounting?
Please Select
Myself
In-house
External bookkeeper
CPA firm
No one consistently
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Financial Clarity & Pain Points
5. What prompted you to request this Financial Health Assessment?
6. Which of the following best describes your current financial challenges?
Cash flow
Report confidence
Tax planning
Scaling
Payroll/compliance
Financing/investors
Debt restructuring
Real estate expansion
Unsure what I don't know
Other
7. Do you receive monthly financial reports that you understand and use for decisions?
Yes
No
Sometimes
8. Do you currently operate with a 12-month budget or financial forecast?
Yes
No
9. Are you planning any of the following within the next 12 months?
Expansion
Hiring
Purchasing property
Seeking financing
Selling/restructuring
None
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Access & Next Steps
10. If selected for a complimentary review, are you comfortable granting temporary, view-only access to your accounting system if needed?
Please Select
Yes
I would like more information first
11. Is there anything else you would like our team to know about your business or financial goals?
By submitting this form, you acknowledge that this assessment is complimentary and carries no obligation. If selected, our team may recommend a brief discovery call before requesting secure, view-only access to your financial system. All information submitted is kept strictly confidential.
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Request My Financial Health Assessment
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