Page 1 of 1

Welcome! I’ve helped all range of income earners and business owners save over — and you could be next. Fill out this short form so we can explore your biggest savings opportunities

Name

Phone Number

Email Address

What's your estimated income this year?

Under $500K

$500K–$1M

$1M - $5M

Over $5M

What services are you most interested in?

Tax Planning/strategy

CFO Advisory

Bookkeeping Review

I’m not sure yet

How do you currently handle your business finances?

I handle them myself

I have an in-house accountant or bookkeeper

I don't have a consistent process

How do you currently handle your business and personal taxes?

I handle them myself

I work with a CPA or tax preparer

I handle them myself

Have you worked with a CFO or tax strategist for your business before?

I've worked with a CFO and a tax strategist before.

I've worked with a CFO before.

I've worked with a tax strategist before.

I've never worked with a tax strategist.

I've never worked with a CFO.

I've never worked with a CFO and a tax strategist.

Are you looking to reduce your business’s tax liability this year or planning ahead for next year?

I'm focused on reducing my tax liability this year

I'm planning ahead to reduce taxes for next year

Both. I want to reduce taxes this year and plan for next year.

How soon are you looking to start?

Immediately

In the next 30 days

Just exploring

What’s your biggest financial challenge?

🎉 Thank you for submitting your info! Want to get started now? 📅 [Click here to book your 30-minute tax strategy call with Belinda] https://calendly.com/belinda-bbtaxaccountingsolutions/30min We’ll also follow up shortly if we need anything else.