Alexis Krystina, CPA
Pink Moon Financial, LLC
Work With Me
Custom Cashflow Strategy Blueprint
Describe your business and what you do.
How long have you been in busines?
Less than 1 year
Where is your business located? (City, State, Country)
Are you the sole owner or do you have partner(s)?
I am the sole owner
I have 1 partner
I have 2 or more partners
What kind of entity is your business?
LLC w/ S-Corp Election
Are you currently operating your business full time?
Select the range of your average MONTHLY SALES
Up to $1,000 sales per month
$2,000 - $3,000 sales per month
$4,000 - $10,000 sales per month
$11,000 - $20,000 sales per month
$20,000+ sales per month
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.
What kind of solution are you looking for?
Self study programs & tools
30 minute strategy intensive phone call
Monthly outsourced services
Tax Preparation services
What is your investment preference?
Less than $500
$500 - $1,000
$1,000 - $3,000
Monthly Outsourced Services currently start at $897 per month and goes up from there depending on various factors such as the amount of transactions, and the complexity of the business. There is a 6 month commitment to allow for proper setup and after that, there are no longterm contracts to commit to. Does that sound good?
I'm not ready yet.
You can schedule your one hour deep dive strategy call here:
Tax Prep Services start at $400 for businesses. Enter your email to get more information on tax prep services.
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Where did you find this questionnaire?
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