Programs & Workshops
Virtual CFO Services Questionnaire
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?
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 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.
Where did you find this questionnaire?
GRAB YOUR FREE BLUEPRINT
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