1. What is your current annual revenue? *

• Less than $1M
• $1M-$3M
• $3M-$10M
• $10M+
• I'm not sure
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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
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3. Do you currently have a bookkeeper or CPA managing your finances? *

• Yes
• No, I manage it myself
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