Thank you Strategy Session

We're looking forward to meeting you. To get the most value from our conversation, please complete the questionnaire below.

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Name*

Business Name*

Primary Email*

Website URL

What does your business do? (Brief description of products or services)What do you sell?*

How long have you been in business?*

What was your annual revenue last fiscal year?*

Do you have accounting and tax preparation support in place?*

What accounting software are you using?*

Please Name the accounting Software you use*

Which area of your business finances currently needs the most leadership attention?

What prompted you to explore CFO-level financial support at this time? (1 - 2 sentences is perfect)*

What level of monthly investment are you prepared to make for ongoing CFO-level financial leadership?*

Have you previously worked with a CFO or financial consultant?*

If yes, what worked well - and what didn't?*