Business Financial Consultation Intake Form
Please provide detailed information about your business and financial needs to help us prepare for your consultation.
Business Information
Business Name
*
Owner Name
*
First Name
Middle Name
Last Name
Email
*
example@example.com
Phone
*
Please enter a valid phone number.
Format: (000) 000-0000.
Industry
*
Years in Business
*
Entity Type
*
Please Select
LLC
S-Corp
C-Corp
Partnership
Sole Proprietorship
Nonprofit
Other
Number of Employees
*
Appointment Details
Preferred consultation date and time
*
Financial Overview
Annual revenue range
*
Please Select
Under $100k
$100k–$250k
$250k–$500k
$500k–$1M
$1M–$5M
Over $5M
Other
Estimated profit margin (%)
Major expense categories
Payroll
Rent/Lease
Inventory/Cost of Goods Sold
Marketing
Software/Technology
Professional Fees
Taxes
Utilities
Other
Current accounting system/software
Please Select
QuickBooks
Xero
Sage
Wave
NetSuite
FreshBooks
Spreadsheet-based
Other
Do you currently have a bookkeeper or CPA?
*
Yes
No
Cash Flow & Debt
How would you describe your current cash flow situation?
*
Positive
Break-even
Tight
Negative
Unsure
Business debt details
Does your business have any lines of credit?
*
Yes
No
If yes, provide brief details about the lines of credit
Financial Systems
Do you use a formal budgeting process?
*
Yes
No
In progress
Do you prepare financial forecasts?
*
Monthly
Quarterly
Annually
Ad hoc
No
What financial reports do you review regularly?
Profit and Loss Statement
Balance Sheet
Cash Flow Statement
Accounts Receivable Aging
Accounts Payable Aging
Budget vs. Actual Report
Other
Which key performance indicators (KPIs) do you track?
Gross Margin
Net Profit Margin
Revenue Growth
Cash Flow
Current Ratio
Accounts Receivable Turnover
Inventory Turnover
Customer Acquisition Cost
Customer Lifetime Value
Break-even Point
Other
Goals
Short-Term Financial Goals
*
Long-Term Financial Goals
*
Expansion Plans
Exit Strategy Considerations
Submit
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