CFO SERVICES QUESTIONNAIRE
First Name
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First
Last Name
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Last
Business Name
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Email Address
*
Phone Number
*
What was your business's revenue over the past 12 months?
*
Please Select
under $250,000
$250,000 - $500,000
$500,000 - 1 million
1 - 2 million
2 - 5 million
5 - 10 million
10+ million
How can EFS Group help your business?
Cash flow is tight and unpredictable
I don’t understand my numbers
Tax bills are too high or unexpected
My books are a mess or behind
I'm outgrowing my current accountant
I need financial strategy, not just bookkeeping
I want to increase profitability
Other
What is your biggest challenge right now?
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What are you looking for help with?
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What are you looking for help with?
Monthly bookkeeping
Strategic tax planning
Payroll setup & management
Fractional CFO services
Help catching up overdue books
Cash flow forecasting
Financial reporting
Quicker response time from my accountant
Support with an upcoming acquisition or expansion
Not sure — I need guidance
What's your timeline for getting started?
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ASAP — within the next 1–2 weeks
Within the next month
1–2 months from now
3+ months from now
Just exploring for now
How did you hear about EFS Group?
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Who referred you?
Interested in us doing an audit, which will outline areas of opportunity to save and make more money in your business?
Please Select
Yes!
I want to know how much money is on the table
DBA Name
Is your business officially recognized as an LLC, Corporation, or Partnership?
*
Please Select
Yes
No
What is your website URL?
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Tell us about your business and the main products/services you are selling
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Does your company have a business plan?
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Please Select
YES
NO
Does your company have a vision statement AND mission statement?
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Please Select
YES
NO
If so, please copy them here.
Does your company have core values?
*
Please Select
YES
NO
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?
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Please Select
1
2
3
4
5
6
7
8
9
10
How many people does your Company employ?
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How much does your business make on a monthly basis?
*
Please Select
$0 - $5,000
$5,001 - $10,000
$10,001 - $20,000
$20,001 - $35,000
$35,001 - $50,000
$50,001 - $65,000
$65,001 - $80,000
$80,001 - $100,000
$100,001 - $200,000
$200,001 - $300,000
$300,001 - $400,000
$400,001 - $500,000
$500,001 - $600,000
$600,001 - $700,000
$700,001 - $800,000
$800,001 or more
How much revenue/sales has your business generated in the past 12 months?
*
Please Select
under $500,000
$500,000 - 1 million
1 - 5 million
5 - 10 million
10+ million
What revenue/sales money goal would you like to reach over the next 12 months?
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What is your business' monthly expense amount?
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Please Select
$0 - $5,000
$5,001 - $20,000
$20,001 - $35,000
$35,001 - $50,000
$50,001 - $100,000
$100,001 or more
How many total bank, credit card, and PayPal accounts does your business have?
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Which bank(s) do you have your business accounts with?
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Is your bookkeeping currently up to date?
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Please Select
Yes
No
Which accounting software do you currently use?
*
If none, type none
What is the name of your payroll company?
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If none, type none
Is your business required to file quarterly sales tax returns?
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Please Select
Yes
No
Unsure
Does your business have a vision, mission and core values that are documented on paper?
*
Please Select
YES
NO
Does your business have a defined marketing plan documented on paper?
*
Please Select
YES
NO
Does your business have key performance indicators that you track weekly?
*
Please Select
YES
NO
Do you have 3 months of business expenses saved in the event of an emergency?
*
Please Select
YES
NO
Does your accountant respond to your questions within 24 hours?
*
Please Select
YES
NO
Does your accountant provide you with your bookkeeping statements each month?
*
Please Select
YES
NO
Does your accountant meet with you each month to provide strategic financial advice?
*
Please Select
YES
NO
Does your accountant meet with you once a quarter to strategize on how you can lower your tax bill?
*
Please Select
YES
NO
Does your accountant run your payroll and pay all of your bills in your business?
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Please Select
YES
NO
Do you pay yourself a market salary for the position you have in your business?
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Please Select
YES
NO
Do you own the location your business operates out of?
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Please Select
YES
NO
Have you filed all of your tax returns?
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Please Select
YES
NO
Do you pay the IRS estimated tax payments?
*
Please Select
Yes
No
Do you currently have an accountant who works with you on a MONTHLY basis?
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Please Select
Yes
No
If so, why are you interested in changing accountants?
Do you currently have a budget for your business?
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Please Select
Yes
No
What are your immediate financial and professional goals?
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What are your financial and professional goals within the next 3 to 5 years?
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Why do you think EFS Group would be a great fit with your company?
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What does success look like for you if you were to work with EFS Group?
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What are your expectations for your client experience with EFS Group?
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What are you hoping to gain from a relationship with EFS Group?
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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?
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Please Select
Definitely
That's too much work
I'm not sure
Do you have a Virtual/Executive Assistant on your team?
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Please Select
Yes
No
If not, are you willing to hire one within the first month of working with EFS Group?
*
Please Select
I have an assistant
I am willing to hire
I am not interested in hiring one
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?
*
Please Select
$0 - $100
$500 - $1,000
$1,000 - $2,000
$2,000 - $3,000
$3,000 - $4,000
$4,000 - $5,000
$5,000+
Submit
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