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Tell us a bit about you...
Entity Type
Sole Proprietor
Single Member LLC
Multi-Member LLC / Partnership
Taxed as S Corporation
C Corporation
Do you have a business bank account?
Yes and it is strictly business
Yes but I mix personal in it
No
How are you currently keeping your books?
No bookkeeping
Spreadsheet
Software
Other
What services are you most interested in?
CFO - I need insights and analysis to scale
Tax Strategy - I need to reduce my tax liability and plan
Coaching - I am looking for guidance on where to start
How did you find out about us?
Referral
Social Media
Podcast
Speaking / Appearance
Search Engine
Other
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