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Let's find out if there's a fit.
Contact Name
*
Company Name
*
Contact Email
*
Contact Phone
Annual revenue
*
A
Under $500K
B
$500K–$1M
C
$1M–$3M
D
$3M–$5M
E
Over $5M
What is your entity type?
*
A
Sole proprietorship
B
Single-member LLC
C
Multi-member LLC
D
S Corporation
E
C Corporation
F
Partnership
G
Nonprofit
H
Other
What state(s) is the business registered in?
*
What are you looking for?
*
A
Outsourced Accounting
B
Fractional Controller
C
Fractional CFO
D
Project work
E
A second opinion on what I'm getting today
F
Not sure yet
Who handles your accounting today?
A
No one
B
In-house bookkeeper
C
Outside bookkeeping service
D
In-house accountant or controller
E
Other
What accounting software do you currently use?
*
A
QuickBooks Online
B
QuickBooks Desktop
C
Xero
D
NetSuite
E
Other
F
None
Which payment processors do you use?
*
A
Stripe
B
Square
C
Shopify
D
PayPal
E
QuickBooks Payments
F
Toast
G
Other
Which systems does your business currently use?
*
A
QuickBooks
B
Payroll system
C
Bill pay
D
Expense management
E
CRM
F
POS
G
Inventory
H
E-commerce
I
Time tracking
J
Project management
K
Other
When are you looking to start?
*
A
Right away
B
1–3 months
C
Just exploring
What made you start looking for help?
*
A few sentences is plenty — books are behind, no visibility into margins, a lender is asking for reporting, thinking about a first finance hire, or just want a second opinion on what you're getting now.
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