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$1M in One Hour Financial Strategy Session

Full Name

Email

Phone Number

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?

Payment


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