Partnership Assessment

Capital Status partners with ambitious founders whose businesses have reached the point where their financial operations need more than bookkeeping.

This short assessment helps us understand the business you're running, what's creating the most friction and the level of financial rhythm you need.

Once submitted, you'll book a consultation with Jordan to talk through where you are, where you're going and whether Capital Status is the right fit.

If we need anything further before making a recommendation, we'll reach out.

Takes approximately 5 minutes.

First name

Business name

Email address

Website / Instagram (optional)

How did you hear about us?

TELL US ABOUT YOUR BUSINESS

Business structure

Bookkeeping software

(Select the option that best describes your situation.)

Xero

I’m using something else, but willing to change

I’m using something else and want to keep it

I don’t have a system yet

What industry is your business in?

Does your business have any of the following?

Select all that apply.

Approximate monthly revenue

CURRENT FINANCE SITUATION

What's happening right now?

Select anything that sounds familiar.

My books are technically being done, but I don't have enough visibility.

I'm still too involved in the day-to-day financial admin.

Tax and BAS obligations still feel reactive.

Our financial systems haven't kept up with our growth.

I don't completely trust the numbers I'm making decisions from.

We're making bigger decisions and I need better financial information

The volume of financial admin is becoming difficult to manage

I want the financial function properly handled rather than managing it myself.

What's the biggest frustration you're currently experiencing with your finances?

LOOKING AHEAD

Twelve months from now, what would make you look back and say partnering with Capital Status was one of the best business decisions you made?

Why now?

The business has grown.

The volume has increased.

I've outgrown my current bookkeeper/accountant setup.

I need more proactive financial support.

I want to step out of managing the financial function.

We're preparing for our next stage of growth.

Something isn't working and I need it fixed.

Other.

How soon are you looking to start?

Ready now

Within 30 days

Within 90 days

Just exploring

How involved do you currently want to be in the day-to-day financial function?

I'm happy to stay involved; I just need it running properly.

I want visibility without being involved in every detail.

I want most of it taken off my plate.

I want the financial function fully handled.

INVESTMENT

Capital Status partnerships are scoped according to the volume, complexity and level of ownership your financial operation requires.

Our most embedded partnership, Expansion, begins from $4,500 + GST per month, with lower-frequency partnerships available where daily involvement isn't required.

If we believe we're the right fit, your proposal will clearly outline the recommended scope and investment before anything moves forward.

Which best describes you?

I'm ready to invest in the right financial operations partnership for my business.

I'm open to the recommendation and would like to understand the scope first.

I have a specific monthly budget we need to work within.

Before an ongoing partnership begins, we review the current state of your financial file.

Historical clean-up where required, is scoped separately.

I understand