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Finance Fit Questionnaire
Financial Fit Questionnaire
Are you?
*
Existing Client
New Client
Are you seeking help as…
*
An individual
A business owner
Both/not sure yet
What type of support are you looking for?
*
Integrated tax + financial planning
Tax preparation & compliance
Tax planning
Financial planning for major life events
Business financial guidance / advisory
Bookkeeping & payroll
I’m not sure yet
What matters most to you right now?
*
Reducing long-term tax burden
Better financial clarity & decision-making
Stronger business operations
Annual filing only
If you are seeking help as an individual, which range best fits your annual household income?
*
Under $150k
$150k–$350k
$350k–$750k
$750k+
If you are a business owner, what is your annual revenue range?
Under $250k
$250k–$750k
$750k–$2M
$2M–$5M
$5M+
How would you describe your ideal working relationship?
Ongoing strategic partner
Guidance for major decisions
Someone to take care of filings and operations
One-time support only
How comfortable are you with using technology for accounting needs?*
Extremely Comfortable
Medium Comfort Level
I will not use Technology
How soon are you looking to get started?
ASAP
Next 3–6 months
Later / exploring options
Name
*
Name
First Name
First Name
Last Name
Last Name
Email
*
Phone
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