CFO Application

Virtual CFO Services Questionnaire

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? *

What are your average 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.

Outsourced Bookkeeping + CFO Services currently start at $897 per month. There is a 6 month commitment to allow for proper setup, data organization, & integration. Does that sound good? *

Sounds good.
Not sure
I'm not ready yet.

Where did you find this questionnaire? *

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If you don’t feel that Monthly CFO Services are in alignment with your current goals & investment preferences, check out my self paced courses here, or submit the application anyways for more personalized advice.