Getting to Know Your Business About You and Your Preferences Question Title * 1. Please enter your full name and phone number on the same line Question Title * 2. What is your preferred method of communication? Text me Call me Email me Join my instant messaging or project management space FaceTime or video message me I don't have a strong preference Question Title * 3. Please select the financial services that interest you the most. Bookkeeping and reporting key indicators that will help me make business decisions Bookkeeping and reporting requested by third parties (i.e., lenders, partners, or brokers) Drafting or refining a business plan Sourcing ways to finance or refinance my investments Consulting on a specific transaction Estimating taxes or filing tax returns Strategizing in order to minimize taxes in the future Preparing payroll, 1099s, or quarterly estimated tax payments Other (please specify) Question Title * 4. What scope of service are you looking for from a financial professional? Select all that apply. I'm looking for someone to play the role of CFO within my business and be available to help with accounting, taxes, and other business needs on an ongoing basis I would like to delegate specific functions that I don't have the time or expertise to do myself I would like a financial professional to work independently on ongoing business functions and check in once or twice per month I would like to work alongside a financial professional but remain heavily involved in the process and work they are doing I just need help with a specific task, project, tax issue, or other business decision I'm just getting started and looking for financial professional to help me begin Other (please specify) Next