Page 1 of 2

MyFirmFit - Firm Intake

MyFirmFit works with a small number of owner-led firms to make curated, one-to-one introductions to clients based on client complexity, expectations and timing - not ads, directories, or bidding.
Firms are never obligated to accept a client. When there's a potential match, we'll share a brief anonymized summary first so you can confirm fit before any introduction is made.
We charge for qualified introductions, not for closed engagements. Not every introduction results in a new client, and that's expected.
If you're interested in working with MyFirmFit, please share a bit about your firm below.

Firm Name

Firm Website

If you don't have a website, please share a LinkedIn profile or other public firm page

Primary Contact Name

Primary Contact Email

Primary Contact Phone

Firm Location (city, state)

States You Serve

How would you describe your firm's primary focus?

How would you describe your firm's primary focus?
A
B
C
D
E

Are you open to working with clients whose needs do not strictly require a licensed CPA?

Are you open to working with clients whose needs do not strictly require a licensed CPA?
A
B
C
D

Services You Actively Offer (select all that apply)

Services You Actively Offer (select all that apply)

Client types you work with most often (select all that apply)

Client types you work with most often (select all that apply)

Hard No's - Which type of clients do you NOT want? (please select only situations you generally do not accept under any circumstances)

Hard No's - Which type of clients do you NOT want? (please select only situations you generally do not accept under any circumstances)

What kind of clients do you work best with? (select one)

What kind of clients do you work best with? (select one)
A
B
C
D

Typical business client revenue range

Typical business client revenue range

Typical individual client income range

Typical individual client income range

Do you have a minimum engagement size you typically require?

Do you have a minimum engagement size you typically require?
A
B
C

Which best describes how you evaluate a potential client introduction?

Which best describes how you evaluate a potential client introduction?
A
B
C

What best describes your current capacity for new clients?

What best describes your current capacity for new clients?
A
B
C

Typical response time to a new inquiry

Typical response time to a new inquiry
A
B
C
D

Firm Size?

Firm Size?
A
B
C
D

How long has your firm (or primary owner) been in practice?

How long has your firm (or primary owner) been in practice?
A
B
C
D

Professional Registration or License Number

Please confirm

Please confirm