Please complete and submit the following 3-5 minute intake form. We will use this information to tailor an introduction meeting and design a proposal for you. Your Name *Company Name *Email Address *PhoneCityState/ProvinceWebsiteEntity TypeLLC (Single Member)LLC (Multi Member)S CorpC CorpPartnershipSole ProprietorPrimary IndustryReal estate brokerageReal estate developmentHomebuilding / Residential constructionCommercial construction / GCArchitecture / Engineering (A&Property managementShort-term rentals / Vacation rentalsRoofing / HVAC / Plumbing / ElectricalLandscaping / Lawn careCleaning / JanitorialInterior design / Home stagingProfessional &Accounting / BookkeepingLegal services / Law firmManagement consultingFractional CFO / AdvisoryInsurance agency / BrokerageFinancial advisory / Wealth managementStaffing / Recruiting / PEOIT services / MSP / CybersecurityTechnology, software &Software / SaaSIT hardware / ElectronicsTelecommunications / ISPsWeb design / Digital marketingAI / Data servicesCrypto / Web3Healthcare &Medical practice (physician)Dental practiceBehavioral health / CounselingPhysical therapy / RehabHome health / HospiceVeterinary clinicBiotech / Pharma / Clinical researchMedical devices / DMERetail, e-commerce &E-commerce / Online retailBrick-and-mortar retailConsumer packaged goods (CPG)Fashion / ApparelJewelry / AccessoriesBeauty / Cosmetics / Personal careHospitality, food &Restaurant / BarCatering / Food trucksFood &Hotel / LodgingEvent planning / VenuesTravel &Golf club / Country clubFitness studio / GymSports &Manufacturing, industrial &Light manufacturingIndustrial manufacturingFabrication / Machine shopPrinting / PackagingChemicals / MaterialsMaintenance &Transportation, logistics &Trucking / FreightLast-mile delivery / CourierWarehousing / 3PLImport / Export / CustomsAutomotive dealershipAuto repair / Body shopMarine / BoatingAviation (private / charter)Energy, utilities &Oil &Renewable energy / SolarUtilitiesEnvironmental services / Waste managementAgriculture &Farming / RanchingAgribusiness supplyBreweries / Wineries / DistilleriesMedia, education &Media / Publishing / ProductionCreative agency / PhotographyEducation / EdTechChildcare / DaycareNonprofit / Association / CharityReligious organization / ChurchPublic sector &Government contractorSecurity / Guard servicesResearch labs / R&Cannabis (medical / recreational)CBD / Supplement brandsReal money gaming / eSportsPersonal servicesBeauty salon / Barbershop / SpaWellness / Counseling / CoachingPersonal training / NutritionHome organizing / HandymanPet services (grooming, boarding)Annual RevenuePre-revenue/StartupLess than $250k$250k–$1M$1–$5M$5–$10M$10–$25M$25–$50M$50M+Monthly TransactionsLess than 5050-100100–300300–800800–2,0002,000–5,0005,000+Employee Count0 (solo owner)1–56–1011–2526–5051–100101–250251–500500+Desired Service Start Date *Services InterestedOutsourced Accounting - Bookkeeping & CloseOutsourced Accounting - Financial ReportingOutsourced Accounting - Bill PayOutsourced Accounting - PayrollOutsourced Accounting - Credit Card ManagementCFO Advisory - Business Advisory & ConsultingCFO Advisory - Budget / Forecast Setup & TrackingCFO Advisory - Cash ForecastingCFO Advisory - Operational/Financial KPI Setup & TrackingCFO Advisory - Debt Facility Management/Compliance/ReportingTax - Individual Tax PreparationTax - Business Tax PreparationTax - Sales Tax FilingsTax - 1099 Prep & FilingTax - Payroll Tax FilingsTransformation & Cleanup - General Ledger CleanupTransformation & Cleanup - System Implementation/ConversionTransformation & Cleanup - Reporting EnhancementTransformation & Cleanup - Business Workflow OptimizationTransformation & Cleanup - Team RestructuringPrimary ReasonsFaster monthly close & reliable financialsImprove cash visibility & forecastingProfitability & KPI insights (CFO advisory)Clean-up / catch-up bookkeepingFull outsourced accounting (AP/AR + reporting)Controller services (month-end & controls)Tax compliance & filingsTax planning & entity optimizationLender/board reporting packageImplement/modernize systems (QBO, Ramp, Boldtrail)Prepare for audit/review or due diligenceNew business setup (first-time accounting)Replace current providerMulti-entity consolidation & reportingTrust/Escrow accounting compliance (brokerage)Sales tax registration & filingsPayroll setup & processingDebt ComplianceInsurance RequirementLicensure Requirement Submit