Contact Info

First Name *

Last Name

Email *

Phone *

Business Basics

Company Legal Name *

If you don’t have a company, please enter “N/A”.

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: *

Include subcontractors and/or part-time or full-time employees. If zero, enter “0”.

Revenue + context

Annual Revenue: *

Projected Annual Revenue (next 12 months): *

How did you hear about Watch Her Prosper? *

Have you worked with someone on your 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 satisfied), how satisfied have you been with past finance support, if applicable? If not applicable, select N/A. *

If you selected Other above, please elaborate here:

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

Approximately how many bank accounts and credit cards do you use? *

If applying for support with your business finances, only provide business-related accounts. If applying for support with your personal finances, only provide personal accounts.

If you're a 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 for your finances? *

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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