Website Inquiry Form

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Name:

Business Name:

Email:

Website:

What stage of business are you at?

Less than $1 million

$1-3 million

$3-5 million

$5-7 million

$7-10 million

$10+ million

Clear selection

Do you currently have a finance team? (select all that apply)

I have an outsourced bookkeeper.

I have an outsourced CFO.

I have a tax preparer.

I have a tax planner/advisor.

I have an in-house finance team.

I am currently DIYing my financials.

What led you to seek out support now?

Have you worked with a bookkeeper or financial partner before? What worked (or didn't)?

What is your current financial tech stack -- especially surrounding your accounting and inventory systems?

If you could wave a magic wand what would feel easier or more clear in your financial world?

How did you hear about us?

Is there anything else you would like me to know?

Submit

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