Service Form
Before we can work together, I need to know a little about you and your business. Please complete this form and schedule a meeting with me. You will receive instructions on how to schedule a meeting after submitting the form.

During our meeting, we will see if we are a fit for each.

Please start by provided answers to the questions below.
Email address *
Your Name *
Your answer
Your Business Name *
Your answer
What are your short-term goals (1-3yrs)? *
Your answer
What are your long-term goals (5+yrs)? *
Your answer
What are your current frustrations? *
Your answer
What do you want resolved, immediately? *
Your answer
What stresses you most about your finances? *
Your answer
What are your business's current annual revenues? *
Your answer
What do you want your annual revenues to be? *
Your answer
How much do you want your business to pay you each year? *
Your answer
How much net profit do you want your business to retain each year? *
Your answer
Select all that interest you: *
Required
Is there anything else you'd like to share with me at this time?
Your answer
A copy of your responses will be emailed to the address you provided.
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