What services are you looking for (check all that apply)?
Share with me why you started your business
Your answer
What's the biggest challenge you've had in the past 12 months?
Your answer
How has your biggest challenge impacted your business?
Your answer
What have you tried to do to resolve your biggest challenge?
Your answer
What are your annual sales?
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What is your number 1 goal for your business?
Your answer
What is your number 1 goal for your personal life?
Your answer
Are you currently working with a Profit First professional?
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Are you working with another CPA or EA for tax planning services?
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Are you willing to allow us to look at your last two years' of tax returns and current financial data to see if you could benefit from tax or profit planning?
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Are you ready to act NOW to improve the bottom line of your business?