Fractional CFO & Money Coaching Inquiry

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Hi there! I'm thrilled that you are interested in learning more about working with me. Let me know a little more about your business below. Numbers are just black and white for me... so there is no judgment here in regards to what you share with me. Everyone is at a different place in their business life. These questions are for me to understand yours.

I'll circle back with more thoughts on how we might be able to work together - and we can set a time for a quick chat so that you can see if I'm a good fit for your goals.

Looking forward to collaboration!
Michelle Loretta
Be Sage Consulting

Name *

Business Name *

Email *

Business Website *

What segment of the events industry are you in? *

If you select 'Other' tell me more about what you do at the end of this form.

How do you like to communicate for work? *

Check your top 3 favorite methods of communication.

Phone

Zoom

Voxer

Text / imessage

Slack

Insta / Facebook DMs

Carrier Pigeon

Other:

Required

Where do you do your bookkeeping (accounting)? *

If you select 'Other' tell me more about what you do at the end of this form.

Do you use any of the following Invoicing Software?

If you select 'Other' tell me more about what you do at the end of this form.

How comfortable do you feel with accounting?

Complete Novice

Expert Level Pro

Clear selection

What is your total revenue for 2022?

Revenue is your business income (total sales) for 2022. You can get this from your Quickbooks (see TOTAL INCOME in the first section), Invoicing software, or totaling all your 2022 sales. If the year is not yet finished, give me the year-to-date.

Please don't be scared. I see success at ALL REVENUE levels. This just gives me a gauge for the size of your business.

Which of the following interests you? *

Check all that apply.

I want to learn how to understand my finances and accounting.

I want to learn how to track my accounting and spending.

I want to learn Quickbooks.

I want to learn how to better read and understand my reports.

I want to better understand my margins and set stronger benchmarks for my business.

I want to learn how to pay myself better and/or more.

I am looking for done-for-you strategic planning for my finances (forecast & budgeting).

I am looking for long-term strategic consultation to scale, grow, or maintain growth.

I have some goals and I want to make that I can make them happen financially.

I am looking for a bookkeeper.

I am looking for a tax advisor/accountant.

I am looking for a fractional CFO.

I am looking for a full-time CFO.

Other:

Required

Do you have any of these advisors?

Check all that apply.

Tax Accountant

Internal Bookkeeper and/or Accounting Staff

External Bookkeeper

Business Coach

Personal Financial Planner

Other:

What would be an ideal outcome of working with a Fractional CFO or Money Coach?

Do you have any big hairy audacious goals you're ready to share with me?

When do you want to get started?

Please note: Fall & Winter are my busiest seasons. While I want to always start ASAP, we can't always accommodate immediate starts. Let us know your ideal timeline and we can talk more about scheduling.

How did you learn about me?

Tell me something fun about your non-work life! 🙂

Is there anything else you want to share with me?

If you answered 'other' to any of the above, or want to clarify anything, please share your thoughts here.

NOTE: Please let me know if you have more than one business that you want help with and explain a bit more about how you have that set up.

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