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First name
Last name
Email
Phone
Company name
What is your annual revenue?
How many legal entities do you operate?
How many physical locations or business units do you manage?
Which industry best describes your business?
How would you describe your current financial record-keeping?
How frequently do you close your books?
How many bank accounts do you use for business?
Which finance systems do you actively use?
QuickBooks
Xero
Gusto
ADP
BILL.com
Ramp
Brex
Stripe
Square
Industry-specific system (EHR, RCM, CRM)
How many total monthly transactions do you have?
How many invoices do you process per month (AP)?
How large is your team? (Employees + contractors + providers)
How complex is your payroll?
What support do you need?
Monthly close and financial accuracy
Cash-flow forecasting
Budgeting / planning
KPI dashboards
Capital raising prep
M&A / exit preparation
Systems cleanup / integrations
Leadership support for CEO/founder
What is your priority over the next 6–12 months?
Establish reliable financials
Improve reporting and cash visibility
Scale operations with better systems
Prepare for capital raise
Prepare for exit / M&A
Build CFO-level planning & discipline
What timeline are you targeting for support?
Immediately
Within 30–60 days
Within 90 days
Just exploring
What does success look like to you in the next 90 days?
Calculate My Quote
Your estimated monthly retainer will appear here.
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