1. What is your annual revenue? *

Less than $5M

$5M - $10M

$10M+

2. What’s your biggest financial challenge right now? *

Boosting profitability

Scaling or opening new locations

Preparing to sell/exit

My CPA isn't responsive or strategic

3. Do you currently have a bookkeeper or CPA managing your finances? *

Yes

No, I manage it myself

Your Name *

Phone *

Email *

 

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