CFO Partnership Application
Please share your details below so I can see where your money leaks are and recommend next steps. Please note, this form is fully confidential. Everything you share here is seen by me alone and will never be shared with anyone.
About You
Full name
*
Business name
*
Email address
*
example@example.com
Instagram handle
Website
Your Numbers
At a minimum, we identify £12,000 to £15,000 in money leaks and savings; I start finding them in your first session. Please give me as much context as possible so I can help you plug those leaks fast.
Current monthly revenue
*
Current monthly profit
*
How much do you currently pay yourself each month?
*
Do you have an accountant?
*
Yes
No
Company structure
*
Limited company
Sole trader
Both
How many years have you had your current business?
*
0 to 2 years
2 to 5 years
6 to 10 years
10 years or more
Are you VAT registered?
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Yes
No
Not yet but approaching the threshold
How many companies or entities do you have?
*
1
2
3
4 or more
Are your accounts and tax filings up to date?
*
Yes all up to date
No we are behind
Not sure
Do you currently set money aside each month for tax?
*
Yes every month
Sometimes
No
What do you use for your bookkeeping?
*
Xero
QuickBooks
Sage
FreeAgent
Spreadsheets
Nothing at the moment
Not sure
Where You Are Right Now
What is your biggest struggle at the moment?
*
What is the first thing you want us to work on together?
*
Working Together
The CFO Partnership is £1,500 per month with a 3 month minimum commitment. Are you ready to invest?
*
Yes I am ready
Yes but I have questions first
Not yet
When are you looking to start?
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Immediately
Within the next month
Within the next 3 months
Just exploring for now
How did you hear about me?
*
Instagram
Podcast
Referral from a client
Email newsletter
Other
Is there anything else I should know before we speak?
Submit Application
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