First Name *

Last Name

Email *

Phone *

Company Legal Name *

Company Address

Company City

Company State

Company Zip Code

Website

Position/Title *

Year Started *

Type of Business or Industry *

Please share the type of business, plus the products and services sold. (Please note we only work with service-based businesses, not product-only businesses.)

Number and type(s) of employees: *

Sub-contractors and/or part-time or full-time employees

Annual Revenue: *

Projected Annual Revenue (next year): *

How did you hear about Watch Her Prosper? *

Have you worked with someone on your business finances before? *

What is your biggest challenge with managing business finances (reporting, taxes, cash flow, etc.)? *

On a scale of 1-10 (with 10 being the most successful) how successful were you in resolving challenges and getting the business process and insights you needed? *

What are you looking for help with? (Please select all that apply) *

Business financial reporting / bookkeeping

Financial analysis / projections

Financial operations / efficiencies

Ensuring compliance with tax regulations

Personal finances

Financial mentorship / Business advisory

Seeking angel or venture capital funding

Sales tax reporting

Other

If you selected Other above, please elaborate here:

What accounting system are you using (QuickBooks Desktop, QuickBooks Online, FreshBooks, spreadsheet, etc.)? *

How many bank accounts and credit cards do you use for your business? *

Have you separated your personal and business finances, or is it all together? *

On a scale from 1- 10 (where 10 is very ready!) how ready are you to move forward provided that you find the right solution? *

Is there anything else you want us to know about you or your business? If you were to partner with Watch Her Prosper, what would be your desired outcome? *

Marketing Consent *

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