Initial Consultation Form

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What is your company’s industry?

What specific challenges are you facing with your accounting?

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Financial Planning

Budgeting

Cash Flow Management

Financial Analysis

Strategic Planning

Risk Management

What is your company’s annual revenue?

How many employees does your company have?

What is your current financial management structure?

What are your primary financial challenges?

What is your preferred method of communication?

What is your timeline for engaging CFO services?

Do you have any specific goals for CFO services?

Which service or services are you interested in?

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CFO - Consulting & Support

Strategic Financial Planning

ERP Consulting

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