Welcome to Well CFO! We’re excited to start working with you. This form will help us gather the essential details and access we need to begin setting up your financial systems. It should take about 20–25 minutes to complete. Please make sure to fill out the form AND upload the requested documents below.

General Information

What is your legal business name? *

What is your business structure?

Teams & Roles

Who would you consider your management team? Please list names and roles.

Who is your CPA or tax advisor (Name, firm)

Who on your team is responsible for payroll processing?

Who would you like to have access to the client portal? Inside the portal will be financial statements, reports, and other information we share with you.

Who are we authorized to discuss financial details with?

Systems & Access

Collect info on financial software and required logins/access. For items that are not relevant, please skip.

Please provide us access to your QuickBooks Online. Please set up the accountant as Matt Krieger using the email address [email protected].

Instructions can be found HERE

Please indicate if you have sent us access to your books. *

Yes

First Name

Last Name

Phone *

Email *

By checking this box, I consent to receive non-marketing text messages from [BUSINESS NAME] about [USE_CASE_FROM_CAMPAIGN_DESCRIPTION]. Message frequency varies, message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

By checking this box, I consent to receive marketing and promotional messages including special offers, discounts, new product updates among others.from [BUSINESS NAME] at the phone number provided. Frequency may vary. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out.