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Merging Talent With Opportunity
First Name
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Last Name
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Position / Title
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Email Address
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Company Website
Contact Number
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What problem do you want to solve?
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Choose an option
Hiring for a role
I need help with a project
Not sure if I need assistance
How big is your team?
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Choose an option
Sole Owner
1-10 Employees
11-50 Employees
51-250 Employees
251-1000 Employees
1001 + Employees
Describe your accounting and finance department
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Choose an option
Currently, I handle the accounting myself
Currently, we use a part-time bookkeeper
Currently, we use a part-time bookkeeper & fractional CFO / CPA
Currently, we employ a full-time bookkeeper
Currently, we employ a full-time bookkeeper & fractional CFO / CPA
Currently, our accounting department consists of 2 or more full time professionals
Something else / Does not apply
What accounting software do you currently use?
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What is your estimated revenue for the next 12 months?
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USD
What topics do you need help with?
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Bookkeeping
Customer Service
Collections
Account Reconciliations
Month-End Close
GAAP Compliance
Billing & Invoicing
Profitability Optimization
Payroll Services
Financial Reporting
Cash Flow Projections
Process Development
Software Implementations
Budgets & Forecasts
Pitch Decks & Investor Materials
Financial Models
Long Term Strategic Planning
Other
Check all that apply
Other
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What best describes your companies financial system today?
I don't have a financial system in place. I need assistance from of an accounting firm to help with bookkeeping and tax compliance work.
I have a financial structure, but still require more hands-on assistance with accounting services such as, financial forecasting, strategic planning, cash flow analysis, budget variance analysis, business owner tax planning, and financial statement preparation and analysis.
I have a well-established financial structure in place, but require more advanced accounting services, such as CFO, financial analysis and business tax planning to support our growth plans.
Are you the key decision maker?
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Yes
No
Are you happy with your current accounting support?
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Yes
No
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