• Fractional CFO Services Questionnaire

    Answer a few questions about your business and current finance needs—takes about 10 minutes.

  • Contact & business information

  • Format: (000) 000-0000.

  • Size & complexity

  • Current profitability*
  • Number of legal entities
  • Do you operate in more than one state?

  • Current financial management

  • How current are your books?*
  • How often do you receive financial statements?*

  • Planning, cash flow & KPIs

  • Do you have an annual budget?*
  • Do you maintain a cash-flow forecast?*
  • How often is cash flow a source of stress?*
  • Any major events on the horizon?

  • Support needed

  • What help are you looking for?*
  • Desired level of CFO support*
  • When would you like support to begin?*

  • Challenges & goals

  • Final acknowledgment & consent

  • Please review and confirm before submitting: • Submitting this questionnaire does not create a client or advisory relationship with Wilber & Longenbaugh, PLLC. • The information you provide is kept confidential and is used only to understand your situation and prepare for an initial consultation. • No professional advice is provided until a written engagement agreement is in place. • Please do not include Social Security numbers, full bank or account numbers, passwords, or any login credentials anywhere on this form. • I consent to being contacted by Wilber & Longenbaugh, PLLC by phone or email regarding my inquiry.
  • Should be Empty: