Find My Steward Level

1
Name* This field is required.
First Name
Last Name
2
Email Address* This field is required.
3
Business Name* This field is required.
4
Website or InstagramProvide both if you have both
5
What type of business do you operate?* This field is required.
6
How long have you been in business?* This field is required.
Preparing to start
Less than 1 year
1-3 years
4-7 years
8+ years
7
What is the biggest challenge in your business right now
8
Approximate annual business revenue?* This field is required.
Under $110,000
$110,000–$249,999
$250,000–$499,999
$500,000–$999,999
$1 million+
Prefer to discuss
9
Approximate number of monthly transactions* This field is required.
Under 100
100–300
301–500
500+
Not sure
10
How many bank and credit-card accounts does the business use?* This field is required.
1–2
3–5
6–10
10+
11
Do you run payroll?* This field is required.
YESNO
12
Do you need support with Accounts Receivable or Accounts Payable?
Accounts Receivable
Accounts Payable
Both
Neither
13
How current are your books?* This field is required.
Current through this month
1–2 months behind
3–6 months behind
More than 6 months behind
14
Are your bank and credit-card accounts currently reconciled?* This field is required.
Yes, through the most recent month
Some are reconciled, but not all
No
I’m not sure
15
Are you aware of any errors or issues in your current bookkeeping?* This field is required.
No known issues
A few issues need correcting
There are significant issues
I’m not sure
16
How confident are you in the accuracy of your current financial reports?* This field is required.
Very confident
Somewhat confident
Not very confident
I do not trust the reports
I do not currently review financial reports
17
Do you believe your books may need cleanup before ongoing monthly bookkeeping can begin?* This field is required.
Yes
No
Possibly
18
Which types of ongoing support are you looking for?* This field is required.
Monthly bookkeeping
Monthly financial reporting
Cash-flow visibility
Accounts Receivable support
Accounts Payable support
Payroll coordination
KPI reporting
Monthly strategy call
Quarterly financial review
CFO-level financial guidance
Not sure yet
19
How often would you like to review your financial performance with someone?* This field is required.
Monthly
Quarterly
Only when something needs attention
Type option 4
I’m not sure
20
Which statement best describes what you want from financial support?* This field is required.
I mainly need accurate bookkeeping and clean monthly records
I want bookkeeping plus help understanding my financial reports
I want deeper financial insight, planning, and decision support
I’m not sure yet
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