HPM Consulting Intake

1

Do you currently work with a Fractional CFO or Business Strategy Consultant?* This field is required.Step 1 of 8

YESNO

2

Which type of professional are you working with? Please select all that apply.Step 1 of 8

Financial Analyst

CPA

Bookkeeper

IT Specialist

3

What do you need help with?* This field is required.Step 2 of 8

Financial Reporting & Forecasting

Payment Processing

Payroll

Fundraising

Visual Basic for Applications / Power BI / Tableau Specialist

Branding / Digital Marketing

Other

4

Virtual Relationship: We are a fully virtual firm. While we may be able to match you with a professional in your state, are you open to having an entirely virtual relationship?* This field is required.Step 3 of 8

YESNO

5

Cloud-Based Solutions: We are an entirely paperless firm and work exclusively in the cloud. Are you open to utilizing our cloud-based software solutions to manage your financial document exchange and management?* This field is required.Step 4 of 8

YESNO

6

Engagement Fees: Have you checked out our pricing page (click to view)? After going through the pricing tool, is the price range indicated for your situation acceptable?* This field is required.Step 5 of 8

YESNO

7

Tell us more: What are the biggest pain points you've incurred with previous professional service providers related to the services you're seeking from HPM Consulting? What are you looking for from HPM Consulting?* This field is required.Step 6 of 8

8

Sounds like we might be a good fit! Would you like us to contact you? If so, enter your information below:* This field is required.Step 7 of 8

First Name

Last Name

Name of Business

Phone Number

Email Address

What is your company's website address (optional)?

In a few sentences tell us what your business does:

9

If available, please upload your documents that will help facilitate our conversation.Step 8 of 8

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