Your Business Info

First Name

Last Name

Phone *

Email *

Industry / Business Type

Address

Street Address

City

State

Country

Postal Code

About Your Business

Years in Operation

Monthly / Annual Revenue

Team Size

Financial Setup

Do you currently have a bookkeeper or accountant?

What software do you use?

What’s your biggest financial challenge?

e.g., cash flow, taxes, profit margin, reporting

Goals & Budget

What do you want from a CFO?eam Size (copy)

When do you want to start?

Estimated Budget for CFO Services

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