Business Name Name * First Name Last Name Email * Phone (###) ### #### Tell us about your business and what inspired you to start it? What's your business model and primary revenue stream? What's your approximate annual revenue? Up to $250,000 $250,001 - $500,000 $500,001 - $1,000,000 $1,000,001 - $5,000,000 Over $5,000,000 How many employees do you have? Do you handle payroll in house? Yes No Current Financial Setup What does your current bookkeeping process look like? Are you handling the bookkeeping yourself, or do you outsource the work? Are you using any accounting software? Quickbooks Online Xero Wave Other None How often do you view your financials? Weekly Monthly Quarterly Only at tax time Rarely/Never Do you work with a CPA or tax professional, and if so, how do you collaborate with them? Goals and Needs What do you see as your largest hurdle for your business? What are your top financial priorities right now? What would an ideal bookkeeping and business strategy service look like for your business? Setting up a Consultation What is an ideal day you'd be interested in meeting? MM DD YYYY And what would be an ideal time? Hour Minute Second AM PM Thank you so much for filling this out. We look forward to connecting with you soon