CFO SERVICES QUESTIONNAIRE

CFO SERVICES QUESTIONNAIRE
First Name*
First
Last Name*
Last
What is the best email to contact you?*
What is the best phone number to contact you?*
Business Name*
What were your business' revenue/sales in the past 12 months?*
What is your biggest challenge right now?

Cash flow is tight and unpredictableI don’t understand my numbersI’m making money but not seeing itTax bills keep surprising me and too highMy books are a mess or behindI'm outgrowing my current accountantPreparing for funding, exit, or acquisitionI need financial strategy, not just bookkeepingMy sales are decreasingIt's hard to find employeesOther
What is your biggest challenge right now?*
What are you looking for help with?*
What are you looking for help with?

Monthly bookkeepingStrategic tax planningPayroll setup & managementFractional CFO servicesHelp catching up overdue booksCash flow forecastingFinancial reportingQuicker response time from my accountantSupport with an upcoming acquisition or expansionNot sure — I need guidance
What's your timeline for getting started?*

ASAP — within the next 1–2 weeksWithin the next month1–2 months from now3+ months from nowJust exploring for now
Interested in us doing an audit, which will outline areas of opportunity to save and make more money in your business?
How did you hear about EFS Group, PLLC? *
How did you hear about EFS Group, PLLC? *
Who referred you?
DBA Name
Is your business officially recognized as an LLC, Corporation, or Partnership?*
What is your website URL?*
Tell us about your business and the main products/services you are selling*
Does your company have a business plan?*
Does your company have a vision statement AND mission statement?*
If so, please copy them here.
Does your company have core values?*
If so, please copy them here.
On a scale of 1-10 (10 being the highest), how willing are you to invest in your business? *
How many people does your Company employ?*
How much does your business make on a monthly basis?*
How much revenue/sales has your business generated in the past 12 months?*
What revenue/sales money goal would you like to reach over the next 12 months?*
What is your business' monthly expense amount?*
How many total bank, credit card, and PayPal accounts does your business have?*
Which bank(s) do you have your business accounts with?*
Is your bookkeeping currently up to date?*
Which accounting software do you currently use?*
If none, type none
What is the name of your payroll company?*
If none, type none
Is your business required to file quarterly sales tax returns?*
Does your business have a vision, mission and core values that are documented on paper?*
Does your business have a defined marketing plan documented on paper?*
Does your business have key performance indicators that you track weekly?*
Do you have 3 months of business expenses saved in the event of an emergency?*
Does your accountant respond to your questions within 24 hours?*
Does your accountant provide you with your bookkeeping statements each month?*
Does your accountant meet with you each month to provide strategic financial advice?*
Does your accountant meet with you once a quarter to strategize on how you can lower your tax bill?*
Does your accountant run your payroll and pay all of your bills in your business?*
Do you pay yourself a market salary for the position you have in your business?*
Do you own the location your business operates out of?*
Have you filed all of your tax returns?*
Do you pay the IRS estimated tax payments?*
Do you currently have an accountant who works with you on a MONTHLY basis?*
If so, why are you interested in changing accountants?
Do you currently have a budget for your business?*
What are your immediate financial and professional goals?*
What are your financial and professional goals within the next 3 to 5 years?*
Why do you think EFS Group would be a great fit with your company?*
What does success look like for you if you were to work with EFS Group?*
What are your expectations for your client experience with EFS Group?*
What are you hoping to gain from a relationship with EFS Group?*
Are you able to send us the last six months of each of your business bank and credit card statements within 48 hours of our discovery call?*
Do you have a Virtual/Executive Assistant on your team?*
If not, are you willing to hire one within the first month of working with EFS Group?*
Who will be the point of contact (Name) for questions or receipts that we will need?*
Do you have a monthly budget in mind for our CFO services?*
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