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Name

First Name

Last Name

Email

Phone

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Company Name

Business Industry

Which industry does your business operate in?

Business Size

How many employees do you have?

Financial Management Goals

Could you list your key financial management goals for the next 1-2 years?

Financial Challenges

What are your top financial challenges?

Current Financial Systems

What accounting software do you currently use?

Decision-Making and Reporting

Describe your decision-making process and how often you review financial reports?

Expectations from Services

What are your top expectations from our Strategic Financial Management Services?

Preferred Method of Communication

How would you prefer we contact you?