Potential Client Questionnaire
I am so excited that you are interested in potentially working with me as a Virtual CFO! In order to know how to best serve you and your business I would love to get some initial information about you and your business before we jump on a call.

-Amanda Stickel
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What is your name?
What is your business name?
What is your email address?
What services do you provide to your clients?
How do you best communicate and learn?
How often would you want to meet?
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Which areas would you be interested in receiving help with?
What are your average gross sales annually?
How many business accounts do you have? Including checking, savings, credit cards, loans, etc.
How many contractors/employees do you have?
Who, if anyone, referred you?
Let's jump on a call! https://tidycal.com/amandastickel
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