Tell us about yourself.

When is the best time to connect?

What is your industry?

• Construction
• E-commerce
• Health & Wellness
• Hospitality
• Medical
• Non-profit
• Professional Services
• Technology
• Real Estate
• Other

What is your business’s annual revenue?

• Pre-revenue
• < $500K
• $500K - $1M
• $1M - $3M
• $3M+

What kind of organization is your business?

• Corporation
• LLC / Partnership
• Non-profit
• Sole Proprietorship
• S Corporation
• I need help incorporating

How many people does your business employ?

• Just Me
• 2 - 10
• 11 -25
• 26 - 49
• 50+

What services are you interested in for your business?

• Bookkeeping
• CFO Advisory
• Payroll & HR
• Tax
• Back-Office
• Business Coaching
• Capital & Funding

What accounting platform do you currently use?

• Freshbooks
• QuickBooks Desktop
• QuickBooks Online
• Spreadsheets
• Xero
• Other
• None

Who does the books?

• Me
• Professional

Is there anything else we should know?