CFO Services Inquiry FormPlease share details about your business below to help . Name * First Name Last Name Email * State * Entity Type * Sole Proprietor Single Member LLC Multi-Member LLC / Partnership Taxed as S Corporation C Corporation 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 Thank you! I’m looking forward to meeting.
