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We are looking forwardĀ to learning more about your business1
Please share some info below so we can recommend the best service for you and prepare for our call.
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+
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
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