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RightFit Questionnaire

I'm so glad you're here! My goal is to provide you with personalized, top-notch support for your business.  To ensure we're a right fit for each other, I've put together this short questionnaire. By answering a few questions, you’ll help me understand more about you, your business, and your vision for the future. 

First name

Last name

Business name

Email address

Your business website

Phone number

What is your greatest financial challenge in your business right now?

What does your ideal financial review meeting look like–monthly or quarterly?  In-person or virtual?  A one-on-one conversation or receipt of a video message with results?

What do you hope to achieve by partnering with a fractional controller/CFO?

Who currently prepares your taxes

What has your experience been with previous bookkeeping/business advisory partners?

How often do you currently review your financial operating results, and what does that look like for you?

When was the last time your bank & credit card account balances were reconciled?

When was the last time your bank & credit card account balances were reconciled?
A
B
C
D

Who currently handles your bookkeeping & what software are you using (i.e. Quickbooks, Xero, ZohoBooks)?

What is the greatest joy you receive from owning your own business?