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Mini Monthlies with Grace Financial

Included in Mini Monthlies:
+Detailed Transaction Organization
+Monthly Finance Report (via email)
+Tithing Coordination
+Concise Financial Recap & Key Takeaways
+Easy Email Support
Not included: Finance Meetings & Calls, Strategy, Payroll, Tax Support, Wealth Management, Accounts Receivable, and Accounts Payable

Name

Phone Number

Email

Company Name

Please describe your BIGGEST pain point regarding finance & accounting.

Do you feel confident about making financial decisions? Explain why or why not.

Annual Gross Revenue (Previous Year)

Revenue Goal for This Year (or Next 12 Months)

How many people work with your company (including contractors)?

Do you have an accounting team or professional to support you?

Do you have an accounting team or professional to support you?
A
B

Do you anticipate needing additional accounting support?

What are the top 3 finance issues that you run into regularly?

New Client Deposit $500

Remaining invoices will be disbursed after Grace Financial reviews your submission.

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