Initial Consultation Form

BUSINESS OVERVIEW: Name / Company Name *

Email address *

What is your company’s industry?

How many employees does your company have?

What is your company’s annual revenue? *

Please select at least one option.

Less than $1 million

$1M - $5M

$5M - $10M

$10M - $50M

Over $50M

What specific challenges are you facing with your accounting?

Please select at least one option.

Financial Planning

Budgeting

Cash Flow Management

Financial Analysis

Strategic Planning

Risk Management

Other Primary Financial Challenges

What are your primary financial challenges?

CURRENT FINANCIAL MANAGEMENT STRUCTURE: What is your current financial management structure?

What accounting software do you use? *

Please select at least one option.

QuickBooks Online (Intuit)

Zero

Netsuite

Sage Intacct

QuickBooks Desktop Enterprise

Microsoft Dynamics 365 Business Central

FreshBooks – Freelancers & service-based businesses

JobBOSS² / Acumatica – Manufacturing and project-driven industries

Other

How often do you review financial statements?

Please select at least one option.

Monthly

Quarterly

Annually

What are your primary objectives for engaging a Fractional CFO? (Select all that apply)

Please select at least one option.

Improved financial reporting and analysis

Cash flow management

Budgeting and forecasting

Fundraising or financing support

Mergers & Acquisitions

Cost control and profitability improvement

Strategic planning

Compliance and regulatory reporting

Are there specific financial milestones, performance benchmarks, or key performance indicators (KPIs) that your business is targeting in the next 6 to 12 months?

Please select at least one option.

Aiming to reach a revenue threshold?

Improve gross margin?

Reduce overhead costs?

Strengthen cash flow?

Achieve a certain EBITDA margin?

Position the company for funding or an exit event?

Other

What are your current biggest financial challenges? (Select all that apply)

Please select at least one option.

Cash flow shortages

Inaccurate or untimely financial reporting

Budgeting and forecasting difficulties

Managing debt or credit facilities

Tax planning and compliance

Cost management

Scaling operations

Other

Which of the following services do you require? (Select all that apply)

Please select at least one option.

Financial statement preparation and analysis

Cash flow management and forecasting

Budgeting and financial planning

Financial modeling & scenarios

KPIs and performance metrics development

Fundraising support (debt/equity)

Tax planning and compliance

Internal controls and risk management

Systems and process improvements

Board reporting and investor relations

Strategic planning and business advising

Estimated engagement duration:

Please select at least one option.

Short-term (3-6 months)

Medium-term (6-12 months)

Long-term (ongoing)

Are there any specific deadlines or upcoming events (e.g., audits, funding rounds)?

Please select at least one option.

Yes

No

If yes, please specify

Will you provide access to financial systems and data?

Please select at least one option.

Yes

No

If yes, are there any confidentiality or data security concerns to consider?

What is your preferred method of communication?

What is your timeline for engaging CFO services?

What other service or services are you interested in?

Please select at least one option.

CFO - Consulting & Support

Strategic Financial Planning

ERP Consulting

Please provide any other relevant details or specific requests:

ExeCFO, LLC