30 Day CPA Intake Questionnaire

($777) | Once your questionnaire is reviewed, you’ll receive an email with the link to book.

Name *

Email *

Describe your business and what you do. *

How long have you been in busines? *

Where is your business located? (City, State, Country) *

Are you the sole owner or do you have partner(s)? *

What kind of entity is your business? *

Are you currently operating your business full time? *

Select the range of your average MONTHLY SALES *

What are you currently using to track your income and expenses? *

What's your biggest frustration with your current money management system? *

What have you tried so far to address this? *

How would you like to feel about your business finances? *

If you have a specific question, write it here.

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