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Let's see if we're a great fit!

Tell us a little about where you're at — this helps us come to your discovery call ready to actually help (not just pitch).

01 — What you need

What kind of financial support are you looking for?

*

Select everything that applies — we offer different service tiers.

What kind of financial support are you looking for?

Bookkeeping & monthly close

Financial reporting & dashboards

Fractional CFO / Strategic Finance

Accounting systems & process improvement

Not sure yet — I need guidance

02 — Where you're at

What type of business are you?

*

What type of business are you?

A

Small business / startup

B

Nonprofit / social enterprise

C

Growing mid-size company

D

Other

How long has your business been operating?

*

How long has your business been operating?

A

Less than 6 months

B

6 months - 2 years

C

2 - 5 years

D

5+ years

How would you describe your current finance situation?

*

Pick the one that sounds most like you.

How would you describe your current finance situation?

A

Starting from scratch — no systems yet

B

I have a bookkeeper, but I'm not sure things are right

C

I have reports, but they don't tell me much

D

I have an accountant on staff, but need stronger finance leadership

E

Things are getting more complex and I need a real partner

03 — Budget & timeline

What's your approximate monthly budget for finance support?

*

No wrong answers — this just helps us recommend the right service tier.

What's your approximate monthly budget for finance support?

A

Under $1,500/mo

B

$1,500 – $3,000/mo

C

$3,000 – $5,000/mo

D

$5,000 - $7,500/mo

E

$7,500+/mo

F

I don't know yet — let's talk

When are you hoping to get started?

*

When are you hoping to get started?

A

ASAP — I needed this yesterday

B

Within the next 1–3 months

C

3–6 months from now

D

Just exploring for now

04 — Let's connect

Full Name

*

Business name

*

Work email

*

Phone (optional)

Anything else we should know before we chat?

No spam, no pressure. Someone from the Woolichooks team will follow up within 1–2 business days.

Thank you for contacting us! Someone from the Woolichooks team will follow up within 1–2 business days.