CFO Consultation Intake

Thanks for scheduling your consultation with us. We have one last form we need you to fill out, so we can prepare for your session. We can't wait to meet with you!

Company Name*
Name*
First Last
Phone*
Your call preference:*
Industry
Number of years in operation?
Annual Revenue
Are you the sole decision maker?
- Yes
- No
How is the financial team managed now?
What would you like to gain in this CFO relationship?
Any looming deadline or urgent needs for bookkeeping?
Are your books up to date (or close)?
- Yes
- No
Are your books mostly right?
- Yes
- No
Other things you want me to know before our call?
How did you find us?