Intake form

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What is your business type?

What services are you interested in?

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Financial Consulting

Business Strategy

Cost Reduction

Tool Recommendations

Tax Planning

What is your current business revenue range?

What are your primary financial challenges?

Please select at least one option.

Cash Flow Management

Budgeting

Expense Tracking

Investment Decisions

Tax Compliance

How did you hear about us?

Additional questions or comments

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