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Thanks for your interest in our services!
Tell us a bit about your business below.
Entity Type
Sole Proprietor
Single Member LLC
Multi-Member LLC / Partnership
Taxed as S Corporation
C Corporation
Choose Your Revenue Level
$0-$750,000
$750,000-$3MM
$3MM-$5MM
$5MM-$10MM
$10MM+
Choose Your Profit Level (After Expenses)
$0-$250,000
$250,000-$500,000
$500,000-$1MM
$1MM-$5MM
$5MM+
Number of Employees
Just me
1-5
6-20
21-50
50+
How are you currently keeping your books?
No Bookkeeping
Spreadsheet
Software
Other / Don't Know
Who do you already have on your team?
In-house Bookkeeper/Accountant
External Bookkeeper
Tax Pro/CPA
Fractional CFO
In-house CFO
Which of these are true?
I am craving clarity on my numbers so I can make better decisions in my business
I need more proactive communication and responsiveness
I am looking for custom advice and strategy, not cookie cutter
I just feel like I am outgrowing the experience and offerings of my current provider
Something else
What is important to you when working with a professional?
Technical expertise
Industry experience
Responsive and available
Approachable and patient
Aggressive and risk-taking
Resourceful and connected
None of the above
How did you find out about us?
Personal Referral
Social Media
Podcast - Keep What You Earn
Podcast - Guest on another podcast
Speaking / Event
Search Engine
Other
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